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 | $150,674 | $110,094+36.9% | $151,611-0.6% | $68,494+120.0% |
| Participation rate | 96.1% | 84.0%+12.1pp | 87.5%+8.6pp | 67.9%+28.2pp |
| Annual return | -14.96% | -10.12%-4.8pp | 3.33%-18.3pp | -7.84%-7.1pp |
| Employer contribution / active EE | $2,445 | $4,471-45.3% | $6,166-60.3% | $2,596-5.8% |
| Participant deferral / active EE | $5,615 | $6,527-14.0% | $8,363-32.9% | $4,027+39.4% |
| Admin fee / account holder | $7,337 | $7,719-4.9% | $11,616-36.8% | $5,403+35.8% |