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 | $170,157 | $110,094+54.6% | $151,611+12.2% | $68,494+148.4% |
| Participation rate | 92.2% | 84.0%+8.2pp | 87.5%+4.7pp | 67.9%+24.3pp |
| Annual return | -11.76% | -10.12%-1.6pp | 3.33%-15.1pp | -7.84%-3.9pp |
| Employer contribution / active EE | $4,913 | $4,471+9.9% | $6,166-20.3% | $2,596+89.2% |
| Participant deferral / active EE | $8,273 | $6,527+26.7% | $8,363-1.1% | $4,027+105.4% |
| Admin fee / account holder | $1,601 | $7,719-79.3% | $11,616-86.2% | $5,403-70.4% |