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 | $172,032 | $110,094+56.3% | $151,611+13.5% | $68,494+151.2% |
| Participation rate | 86.4% | 84.0%+2.4pp | 87.5%-1.1pp | 67.9%+18.5pp |
| Annual return | -16.93% | -10.12%-6.8pp | 3.33%-20.3pp | -7.84%-9.1pp |
| Employer contribution / active EE | $2,469 | $4,471-44.8% | $6,166-60.0% | $2,596-4.9% |
| Participant deferral / active EE | $5,997 | $6,527-8.1% | $8,363-28.3% | $4,027+48.9% |
| Admin fee / account holder | $7,924 | $7,719+2.7% | $11,616-31.8% | $5,403+46.7% |