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 | $159,791 | $110,094+45.1% | $151,611+5.4% | $68,494+133.3% |
| Participation rate | 84.7% | 84.0%+0.7pp | 87.5%-2.8pp | 67.9%+16.8pp |
| Annual return | -17.74% | -10.12%-7.6pp | 3.33%-21.1pp | -7.84%-9.9pp |
| Employer contribution / active EE | $5,878 | $4,471+31.5% | $6,166-4.7% | $2,596+126.4% |
| Participant deferral / active EE | $8,876 | $6,527+36.0% | $8,363+6.1% | $4,027+120.4% |
| Admin fee / account holder | $3,852 | $7,719-50.1% | $11,616-66.8% | $5,403-28.7% |