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 | $152,255 | $82,664+84.2% | $125,339+21.5% | $68,494+122.3% |
| Participation rate | 84.8% | 75.0%+9.7pp | 82.4%+2.4pp | 67.9%+16.9pp |
| Annual return | -16.82% | -5.97%-10.9pp | 572.05%-588.9pp | -7.84%-9.0pp |
| Employer contribution / active EE | $3,472 | $3,381+2.7% | $4,814-27.9% | $2,596+33.7% |
| Participant deferral / active EE | $5,415 | $6,110-11.4% | $7,446-27.3% | $4,027+34.5% |
| Admin fee / account holder | $3,041 | $6,275-51.5% | $10,010-69.6% | $5,403-43.7% |