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 | $163,995 | $81,900+100.2% | $119,609+37.1% | $68,494+139.4% |
| Participation rate | 92.3% | 71.9%+20.4pp | 79.3%+13.0pp | 67.9%+24.4pp |
| Annual return | -16.92% | -23.82%+6.9pp | -14.97%-1.9pp | -7.84%-9.1pp |
| Employer contribution / active EE | $3,672 | $2,693+36.3% | $4,232-13.2% | $2,596+41.4% |
| Participant deferral / active EE | $5,586 | $4,148+34.7% | $5,602-0.3% | $4,027+38.7% |
| Admin fee / account holder | $3,342 | $6,582-49.2% | $10,323-67.6% | $5,403-38.1% |