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 | $151,403 | $59,805+153.2% | $79,550+90.3% | $68,494+121.0% |
| Participation rate | 80.0% | 61.1%+18.9pp | 69.5%+10.5pp | 67.9%+12.1pp |
| Annual return | -12.68% | -12.30%-0.4pp | 0.16%-12.8pp | -7.84%-4.8pp |
| Employer contribution / active EE | $3,381 | $1,505+124.6% | $2,413+40.1% | $2,596+30.2% |
| Participant deferral / active EE | $5,634 | $3,024+86.3% | $3,985+41.4% | $4,027+39.9% |
| Admin fee / account holder | $17,135 | $4,835+254.4% | $6,832+150.8% | $5,403+217.1% |