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 | $156,338 | $73,004+114.2% | $90,749+72.3% | $68,494+128.3% |
| Participation rate | 75.0% | 70.8%+4.2pp | 75.7%-0.7pp | 67.9%+7.1pp |
| Annual return | -14.71% | -13.81%-0.9pp | -12.16%-2.5pp | -7.84%-6.9pp |
| Employer contribution / active EE | $2,535 | $2,193+15.6% | $2,921-13.2% | $2,596-2.4% |
| Participant deferral / active EE | $7,174 | $3,627+97.8% | $4,564+57.2% | $4,027+78.1% |
| Admin fee / account holder | $10,268 | $5,896+74.2% | $8,445+21.6% | $5,403+90.0% |