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 | $161,467 | $71,883+124.6% | $86,677+86.3% | $68,494+135.7% |
| Participation rate | 93.3% | 72.2%+21.1pp | 76.6%+16.8pp | 67.9%+25.4pp |
| Annual return | -17.85% | 3.52%-21.4pp | 35.91%-53.8pp | -7.84%-10.0pp |
| Employer contribution / active EE | $2,291 | $2,173+5.4% | $2,836-19.2% | $2,596-11.8% |
| Participant deferral / active EE | $3,420 | $3,779-9.5% | $4,656-26.5% | $4,027-15.1% |
| Admin fee / account holder | $1,278 | $6,112-79.1% | $7,493-82.9% | $5,403-76.3% |