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 | $153,609 | $71,883+113.7% | $86,677+77.2% | $68,494+124.3% |
| Participation rate | 71.9% | 72.2%-0.4pp | 76.6%-4.7pp | 67.9%+4.0pp |
| Annual return | -17.27% | 3.52%-20.8pp | 35.91%-53.2pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,731 | $2,173-20.3% | $2,836-39.0% | $2,596-33.3% |
| Participant deferral / active EE | $3,863 | $3,779+2.2% | $4,656-17.0% | $4,027-4.1% |
| Admin fee / account holder | $4,465 | $6,112-26.9% | $7,493-40.4% | $5,403-17.3% |