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 | $175,057 | $81,900+113.7% | $119,609+46.4% | $68,494+155.6% |
| Participation rate | 79.5% | 71.9%+7.6pp | 79.3%+0.2pp | 67.9%+11.6pp |
| Annual return | -18.36% | -23.82%+5.5pp | -14.97%-3.4pp | -7.84%-10.5pp |
| Employer contribution / active EE | $1,332 | $2,693-50.5% | $4,232-68.5% | $2,596-48.7% |
| Participant deferral / active EE | $3,537 | $4,148-14.7% | $5,602-36.9% | $4,027-12.2% |
| Admin fee / account holder | $973 | $6,582-85.2% | $10,323-90.6% | $5,403-82.0% |