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 | $155,016 | $110,094+40.8% | $151,611+2.2% | $68,494+126.3% |
| Participation rate | 89.3% | 84.0%+5.3pp | 87.5%+1.8pp | 67.9%+21.4pp |
| Annual return | -14.00% | -10.12%-3.9pp | 3.33%-17.3pp | -7.84%-6.2pp |
| Employer contribution / active EE | $4,814 | $4,471+7.7% | $6,166-21.9% | $2,596+85.4% |
| Participant deferral / active EE | $8,263 | $6,527+26.6% | $8,363-1.2% | $4,027+105.2% |
| Admin fee / account holder | $29,189 | $7,719+278.2% | $11,616+151.3% | $5,403+440.3% |