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 | $167,218 | $81,900+104.2% | $119,609+39.8% | $68,494+144.1% |
| Participation rate | 72.3% | 71.9%+0.4pp | 79.3%-6.9pp | 67.9%+4.5pp |
| Annual return | -13.43% | -23.82%+10.4pp | -14.97%+1.5pp | -7.84%-5.6pp |
| Employer contribution / active EE | $1,797 | $2,693-33.3% | $4,232-57.5% | $2,596-30.8% |
| Participant deferral / active EE | $3,491 | $4,148-15.8% | $5,602-37.7% | $4,027-13.3% |
| Admin fee / account holder | $8,514 | $6,582+29.4% | $10,323-17.5% | $5,403+57.6% |