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 | $156,064 | $113,935+37.0% | $94,224+65.6% | $125,391+24.5% |
| Participation rate | 92.9% | 82.9%+10.0pp | 78.8%+14.1pp | 83.2%+9.7pp |
| Annual return | -0.35% | 5.29%-5.6pp | 10.68%-11.0pp | 282.22%-282.6pp |
| Employer contribution / active EE | $6,303 | $4,727+33.3% | $3,587+75.7% | $4,866+29.5% |
| Participant deferral / active EE | $8,410 | $5,179+62.4% | $4,320+94.7% | $5,352+57.1% |
| Admin fee / account holder | $1,914 | $8,391-77.2% | $6,269-69.5% | $9,540-79.9% |