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 | $200,297 | $110,094+81.9% | $151,611+32.1% | $68,494+192.4% |
| Participation rate | 83.7% | 84.0%-0.2pp | 87.5%-3.8pp | 67.9%+15.8pp |
| Annual return | -16.28% | -10.12%-6.2pp | 3.33%-19.6pp | -7.84%-8.4pp |
| Employer contribution / active EE | $3,488 | $4,471-22.0% | $6,166-43.4% | $2,596+34.3% |
| Participant deferral / active EE | $6,898 | $6,527+5.7% | $8,363-17.5% | $4,027+71.3% |
| Admin fee / account holder | $24,164 | $7,719+213.1% | $11,616+108.0% | $5,403+347.3% |