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 | $182,400 | $110,094+65.7% | $151,611+20.3% | $68,494+166.3% |
| Participation rate | 92.1% | 84.0%+8.1pp | 87.5%+4.6pp | 67.9%+24.2pp |
| Annual return | -16.83% | -10.12%-6.7pp | 3.33%-20.2pp | -7.84%-9.0pp |
| Employer contribution / active EE | $5,636 | $4,471+26.1% | $6,166-8.6% | $2,596+117.1% |
| Participant deferral / active EE | $19,357 | $6,527+196.6% | $8,363+131.4% | $4,027+380.7% |
| Admin fee / account holder | $13,529 | $7,719+75.3% | $11,616+16.5% | $5,403+150.4% |