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 | $159,052 | $81,900+94.2% | $119,609+33.0% | $68,494+132.2% |
| Participation rate | 78.1% | 71.9%+6.2pp | 79.3%-1.2pp | 67.9%+10.2pp |
| Annual return | -17.18% | -23.82%+6.6pp | -14.97%-2.2pp | -7.84%-9.3pp |
| Employer contribution / active EE | $2,418 | $2,693-10.2% | $4,232-42.9% | $2,596-6.9% |
| Participant deferral / active EE | $4,967 | $4,148+19.8% | $5,602-11.3% | $4,027+23.3% |
| Admin fee / account holder | $9,439 | $6,582+43.4% | $10,323-8.6% | $5,403+74.7% |