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 | $158,146 | $110,094+43.6% | $151,611+4.3% | $68,494+130.9% |
| Participation rate | 96.7% | 84.0%+12.7pp | 87.5%+9.2pp | 67.9%+28.8pp |
| Annual return | -4.12% | -10.12%+6.0pp | 3.33%-7.5pp | -7.84%+3.7pp |
| Employer contribution / active EE | $7,546 | $4,471+68.8% | $6,166+22.4% | $2,596+190.6% |
| Participant deferral / active EE | $0 | $6,527-100.0% | $8,363-100.0% | $4,027-100.0% |
| Admin fee / account holder | $7,054 | $7,719-8.6% | $11,616-39.3% | $5,403+30.6% |