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 | $189,220 | $110,094+71.9% | $151,611+24.8% | $68,494+176.3% |
| Participation rate | 87.2% | 84.0%+3.2pp | 87.5%-0.3pp | 67.9%+19.3pp |
| Annual return | -10.89% | -10.12%-0.8pp | 3.33%-14.2pp | -7.84%-3.0pp |
| Employer contribution / active EE | $3,702 | $4,471-17.2% | $6,166-40.0% | $2,596+42.6% |
| Participant deferral / active EE | $3,507 | $6,527-46.3% | $8,363-58.1% | $4,027-12.9% |
| Admin fee / account holder | $18,353 | $7,719+137.8% | $11,616+58.0% | $5,403+239.7% |