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 | $156,811 | $81,900+91.5% | $119,609+31.1% | $68,494+128.9% |
| Participation rate | 89.2% | 71.9%+17.3pp | 79.3%+10.0pp | 67.9%+21.3pp |
| Annual return | -12.46% | -23.82%+11.4pp | -14.97%+2.5pp | -7.84%-4.6pp |
| Employer contribution / active EE | $1,250 | $2,693-53.6% | $4,232-70.5% | $2,596-51.9% |
| Participant deferral / active EE | $8,388 | $4,148+102.2% | $5,602+49.7% | $4,027+108.3% |
| Admin fee / account holder | $11,177 | $6,582+69.8% | $10,323+8.3% | $5,403+106.9% |