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 | $169,819 | $110,094+54.2% | $151,611+12.0% | $68,494+147.9% |
| Participation rate | 96.7% | 84.0%+12.8pp | 87.5%+9.2pp | 67.9%+28.8pp |
| Annual return | -10.58% | -10.12%-0.5pp | 3.33%-13.9pp | -7.84%-2.7pp |
| Employer contribution / active EE | $3,559 | $4,471-20.4% | $6,166-42.3% | $2,596+37.1% |
| Participant deferral / active EE | $6,944 | $6,527+6.4% | $8,363-17.0% | $4,027+72.4% |
| Admin fee / account holder | $8,198 | $7,719+6.2% | $11,616-29.4% | $5,403+51.7% |