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 | $155,396 | $110,094+41.1% | $151,611+2.5% | $68,494+126.9% |
| Participation rate | 97.1% | 84.0%+13.1pp | 87.5%+9.6pp | 67.9%+29.2pp |
| Annual return | -15.22% | -10.12%-5.1pp | 3.33%-18.5pp | -7.84%-7.4pp |
| Employer contribution / active EE | $1,664 | $4,471-62.8% | $6,166-73.0% | $2,596-35.9% |
| Participant deferral / active EE | $4,911 | $6,527-24.8% | $8,363-41.3% | $4,027+21.9% |
| Admin fee / account holder | $12,777 | $7,719+65.5% | $11,616+10.0% | $5,403+136.5% |