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 | $212,441 | $110,094+93.0% | $151,611+40.1% | $68,494+210.2% |
| Participation rate | 84.0% | 84.0%0pp | 87.5%-3.5pp | 67.9%+16.1pp |
| Annual return | -11.07% | -10.12%-1.0pp | 3.33%-14.4pp | -7.84%-3.2pp |
| Employer contribution / active EE | $2,634 | $4,471-41.1% | $6,166-57.3% | $2,596+1.4% |
| Participant deferral / active EE | $6,474 | $6,527-0.8% | $8,363-22.6% | $4,027+60.8% |
| Admin fee / account holder | $12,040 | $7,719+56.0% | $11,616+3.6% | $5,403+122.8% |