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 | $151,947 | $81,900+85.5% | $119,609+27.0% | $68,494+121.8% |
| Participation rate | 90.8% | 71.9%+18.9pp | 79.3%+11.5pp | 67.9%+22.9pp |
| Annual return | -15.96% | -23.82%+7.9pp | -14.97%-1.0pp | -7.84%-8.1pp |
| Employer contribution / active EE | $3,210 | $2,693+19.2% | $4,232-24.1% | $2,596+23.7% |
| Participant deferral / active EE | $4,222 | $4,148+1.8% | $5,602-24.6% | $4,027+4.8% |
| Admin fee / account holder | $6,245 | $6,582-5.1% | $10,323-39.5% | $5,403+15.6% |