See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,179 | $71,883+78.3% | $86,677+47.9% | $68,494+87.1% |
| Participation rate | 72.2% | 72.2%0pp | 76.6%-4.4pp | 67.9%+4.3pp |
| Annual return | -16.45% | 3.52%-20.0pp | 35.91%-52.4pp | -7.84%-8.6pp |
| Employer contribution / active EE | $2,292 | $2,173+5.5% | $2,836-19.2% | $2,596-11.7% |
| Participant deferral / active EE | $5,107 | $3,779+35.2% | $4,656+9.7% | $4,027+26.8% |
| Admin fee / account holder | $15,353 | $6,112+151.2% | $7,493+104.9% | $5,403+184.2% |