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 | $195,987 | $110,094+78.0% | $151,611+29.3% | $68,494+186.1% |
| Participation rate | 92.3% | 84.0%+8.3pp | 87.5%+4.8pp | 67.9%+24.4pp |
| Annual return | -16.01% | -10.12%-5.9pp | 3.33%-19.3pp | -7.84%-8.2pp |
| Employer contribution / active EE | $2,876 | $4,471-35.7% | $6,166-53.4% | $2,596+10.8% |
| Participant deferral / active EE | $7,524 | $6,527+15.3% | $8,363-10.0% | $4,027+86.8% |
| Admin fee / account holder | $2,231 | $7,719-71.1% | $11,616-80.8% | $5,403-58.7% |