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 | $150,332 | $110,094+36.5% | $151,611-0.8% | $68,494+119.5% |
| Participation rate | 91.4% | 84.0%+7.5pp | 87.5%+3.9pp | 67.9%+23.5pp |
| Annual return | -17.09% | -10.12%-7.0pp | 3.33%-20.4pp | -7.84%-9.2pp |
| Employer contribution / active EE | $3,738 | $4,471-16.4% | $6,166-39.4% | $2,596+44.0% |
| Participant deferral / active EE | $8,070 | $6,527+23.6% | $8,363-3.5% | $4,027+100.4% |
| Admin fee / account holder | $2,901 | $7,719-62.4% | $11,616-75.0% | $5,403-46.3% |