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 | $157,878 | $110,094+43.4% | $151,611+4.1% | $68,494+130.5% |
| Participation rate | 97.5% | 84.0%+13.5pp | 87.5%+10.0pp | 67.9%+29.6pp |
| Annual return | -18.12% | -10.12%-8.0pp | 3.33%-21.5pp | -7.84%-10.3pp |
| Employer contribution / active EE | $3,007 | $4,471-32.7% | $6,166-51.2% | $2,596+15.8% |
| Participant deferral / active EE | $8,381 | $6,527+28.4% | $8,363+0.2% | $4,027+108.1% |
| Admin fee / account holder | $2,502 | $7,719-67.6% | $11,616-78.5% | $5,403-53.7% |