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 | $174,604 | $110,094+58.6% | $151,611+15.2% | $68,494+154.9% |
| Participation rate | 93.0% | 84.0%+9.0pp | 87.5%+5.5pp | 67.9%+25.1pp |
| Annual return | -16.77% | -10.12%-6.6pp | 3.33%-20.1pp | -7.84%-8.9pp |
| Employer contribution / active EE | $5,012 | $4,471+12.1% | $6,166-18.7% | $2,596+93.0% |
| Participant deferral / active EE | $8,482 | $6,527+29.9% | $8,363+1.4% | $4,027+110.6% |
| Admin fee / account holder | $3,477 | $7,719-54.9% | $11,616-70.1% | $5,403-35.6% |