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 | $235,632 | $64,707+264.2% | $112,228+110.0% | $68,494+244.0% |
| Participation rate | 84.0% | 67.2%+16.8pp | 75.1%+8.9pp | 67.9%+16.1pp |
| Annual return | -10.52% | -11.40%+0.9pp | 27.45%-38.0pp | -7.84%-2.7pp |
| Employer contribution / active EE | $1,451 | $2,746-47.2% | $3,635-60.1% | $2,596-44.1% |
| Participant deferral / active EE | $4,577 | $3,565+28.4% | $4,728-3.2% | $4,027+13.7% |
| Admin fee / account holder | $948 | $5,232-81.9% | $6,410-85.2% | $5,403-82.5% |