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 | $162,179 | $71,883+125.6% | $86,677+87.1% | $68,494+136.8% |
| Participation rate | 75.0% | 72.2%+2.8pp | 76.6%-1.6pp | 67.9%+7.1pp |
| Annual return | -16.56% | 3.52%-20.1pp | 35.91%-52.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,826 | $2,173-16.0% | $2,836-35.6% | $2,596-29.7% |
| Participant deferral / active EE | $6,922 | $3,779+83.2% | $4,656+48.7% | $4,027+71.9% |
| Admin fee / account holder | $29,385 | $6,112+380.8% | $7,493+292.2% | $5,403+443.9% |