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 | $173,937 | $110,094+58.0% | $151,611+14.7% | $68,494+153.9% |
| Participation rate | 89.7% | 84.0%+5.7pp | 87.5%+2.2pp | 67.9%+21.8pp |
| Annual return | -17.22% | -10.12%-7.1pp | 3.33%-20.6pp | -7.84%-9.4pp |
| Employer contribution / active EE | $4,610 | $4,471+3.1% | $6,166-25.2% | $2,596+77.5% |
| Participant deferral / active EE | $4,050 | $6,527-38.0% | $8,363-51.6% | $4,027+0.6% |
| Admin fee / account holder | $3,566 | $7,719-53.8% | $11,616-69.3% | $5,403-34.0% |