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 | $157,559 | $110,094+43.1% | $151,611+3.9% | $68,494+130.0% |
| Participation rate | 75.6% | 84.0%-8.4pp | 87.5%-11.9pp | 67.9%+7.7pp |
| Annual return | -10.48% | -10.12%-0.4pp | 3.33%-13.8pp | -7.84%-2.6pp |
| Employer contribution / active EE | $1,845 | $4,471-58.7% | $6,166-70.1% | $2,596-28.9% |
| Participant deferral / active EE | $3,674 | $6,527-43.7% | $8,363-56.1% | $4,027-8.8% |
| Admin fee / account holder | $22,332 | $7,719+189.3% | $11,616+92.3% | $5,403+313.3% |