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 | $122,314 | $81,900+49.3% | $119,609+2.3% | $68,494+78.6% |
| Participation rate | 97.9% | 71.9%+26.0pp | 79.3%+18.6pp | 67.9%+30.0pp |
| Annual return | -17.41% | -23.82%+6.4pp | -14.97%-2.4pp | -7.84%-9.6pp |
| Employer contribution / active EE | $5,880 | $2,693+118.3% | $4,232+38.9% | $2,596+126.5% |
| Participant deferral / active EE | $5,410 | $4,148+30.4% | $5,602-3.4% | $4,027+34.3% |
| Admin fee / account holder | $7,731 | $6,582+17.5% | $10,323-25.1% | $5,403+43.1% |