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 | $151,166 | $113,935+32.7% | $94,224+60.4% | $125,391+20.6% |
| Participation rate | 77.8% | 82.9%-5.1pp | 78.8%-1.0pp | 83.2%-5.4pp |
| Annual return | -0.83% | 5.29%-6.1pp | 10.68%-11.5pp | 282.22%-283.1pp |
| Employer contribution / active EE | $3,929 | $4,727-16.9% | $3,587+9.5% | $4,866-19.3% |
| Participant deferral / active EE | $8,345 | $5,179+61.1% | $4,320+93.2% | $5,352+55.9% |
| Admin fee / account holder | $8,427 | $8,391+0.4% | $6,269+34.4% | $9,540-11.7% |