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 | $167,324 | $81,900+104.3% | $119,609+39.9% | $68,494+144.3% |
| Participation rate | 79.5% | 71.9%+7.7pp | 79.3%+0.3pp | 67.9%+11.7pp |
| Annual return | -16.57% | -23.82%+7.2pp | -14.97%-1.6pp | -7.84%-8.7pp |
| Employer contribution / active EE | $3,131 | $2,693+16.3% | $4,232-26.0% | $2,596+20.6% |
| Participant deferral / active EE | $6,329 | $4,148+52.6% | $5,602+13.0% | $4,027+57.2% |
| Admin fee / account holder | $40,699 | $6,582+518.4% | $10,323+294.2% | $5,403+653.3% |