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 | $242,442 | $81,900+196.0% | $119,609+102.7% | $68,494+254.0% |
| Participation rate | 78.4% | 71.9%+6.5pp | 79.3%-0.9pp | 67.9%+10.5pp |
| Annual return | -14.70% | -23.82%+9.1pp | -14.97%+0.3pp | -7.84%-6.9pp |
| Employer contribution / active EE | $3,110 | $2,693+15.5% | $4,232-26.5% | $2,596+19.8% |
| Participant deferral / active EE | $5,912 | $4,148+42.5% | $5,602+5.5% | $4,027+46.8% |
| Admin fee / account holder | $12,964 | $6,582+97.0% | $10,323+25.6% | $5,403+139.9% |