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 | $202,159 | $81,900+146.8% | $119,609+69.0% | $68,494+195.1% |
| Participation rate | 78.4% | 71.9%+6.5pp | 79.3%-0.9pp | 67.9%+10.5pp |
| Annual return | -18.39% | -23.82%+5.4pp | -14.97%-3.4pp | -7.84%-10.5pp |
| Employer contribution / active EE | $2,703 | $2,693+0.3% | $4,232-36.1% | $2,596+4.1% |
| Participant deferral / active EE | $5,673 | $4,148+36.8% | $5,602+1.3% | $4,027+40.9% |
| Admin fee / account holder | $1,967 | $6,582-70.1% | $10,323-80.9% | $5,403-63.6% |