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 | $166,936 | $77,813+114.5% | $123,544+35.1% | $64,186+160.1% |
| Participation rate | 74.6% | 74.7%-0.1pp | 82.3%-7.7pp | 69.6%+5.0pp |
| Annual return | -8.04% | 12.48%-20.5pp | 119.20%-127.2pp | 7.63%-15.7pp |
| Employer contribution / active EE | $2,837 | $3,014-5.9% | $4,628-38.7% | $2,381+19.1% |
| Participant deferral / active EE | $9,025 | $5,240+72.2% | $6,426+40.5% | $3,470+160.1% |
| Admin fee / account holder | $4,140 | $5,519-25.0% | $9,284-55.4% | $4,888-15.3% |