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 | $178,923 | $81,900+118.5% | $119,609+49.6% | $68,494+161.2% |
| Participation rate | 82.1% | 71.9%+10.2pp | 79.3%+2.8pp | 67.9%+14.2pp |
| Annual return | -12.59% | -23.82%+11.2pp | -14.97%+2.4pp | -7.84%-4.7pp |
| Employer contribution / active EE | $3,523 | $2,693+30.8% | $4,232-16.7% | $2,596+35.7% |
| Participant deferral / active EE | $4,009 | $4,148-3.3% | $5,602-28.4% | $4,027-0.4% |
| Admin fee / account holder | $3,818 | $6,582-42.0% | $10,323-63.0% | $5,403-29.3% |