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 | $206,371 | $73,867+179.4% | $143,757+43.6% | $68,494+201.3% |
| Participation rate | 81.5% | 66.7%+14.8pp | 80.3%+1.2pp | 67.9%+13.6pp |
| Annual return | -18.77% | 1.01%-19.8pp | -0.04%-18.7pp | -7.84%-10.9pp |
| Employer contribution / active EE | $3,082 | $3,184-3.2% | $4,951-37.8% | $2,596+18.7% |
| Participant deferral / active EE | $6,957 | $3,384+105.6% | $5,637+23.4% | $4,027+72.8% |
| Admin fee / account holder | $16,227 | $5,755+182.0% | $14,673+10.6% | $5,403+200.4% |