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 | $198,175 | $110,094+80.0% | $151,611+30.7% | $68,494+189.3% |
| Participation rate | 84.6% | 84.0%+0.7pp | 87.5%-2.9pp | 67.9%+16.7pp |
| Annual return | -14.44% | -10.12%-4.3pp | 3.33%-17.8pp | -7.84%-6.6pp |
| Employer contribution / active EE | $3,202 | $4,471-28.4% | $6,166-48.1% | $2,596+23.3% |
| Participant deferral / active EE | $6,929 | $6,527+6.2% | $8,363-17.2% | $4,027+72.0% |
| Admin fee / account holder | $24,790 | $7,719+221.2% | $11,616+113.4% | $5,403+358.8% |