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 | $245,606 | $142,344+72.5% | $119,609+105.3% | $134,475+82.6% |
| Participation rate | 94.4% | 82.8%+11.6pp | 79.3%+15.2pp | 81.2%+13.2pp |
| Annual return | -12.57% | -12.44%-0.1pp | -14.97%+2.4pp | 417.96%-430.5pp |
| Employer contribution / active EE | $3,230 | $5,222-38.1% | $4,232-23.7% | $4,740-31.9% |
| Participant deferral / active EE | $6,758 | $6,469+4.5% | $5,602+20.6% | $6,400+5.6% |
| Admin fee / account holder | $12,761 | $13,584-6.1% | $10,323+23.6% | $11,426+11.7% |