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 | $214,364 | $110,094+94.7% | $151,611+41.4% | $68,494+213.0% |
| Participation rate | 94.0% | 84.0%+10.0pp | 87.5%+6.5pp | 67.9%+26.1pp |
| Annual return | -9.34% | -10.12%+0.8pp | 3.33%-12.7pp | -7.84%-1.5pp |
| Employer contribution / active EE | $6,438 | $4,471+44.0% | $6,166+4.4% | $2,596+148.0% |
| Participant deferral / active EE | $6,382 | $6,527-2.2% | $8,363-23.7% | $4,027+58.5% |
| Admin fee / account holder | $4,849 | $7,719-37.2% | $11,616-58.3% | $5,403-10.2% |