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 | $155,034 | $79,633+94.7% | $93,789+65.3% | $68,494+126.3% |
| Participation rate | 95.1% | 75.4%+19.7pp | 81.0%+14.1pp | 67.9%+27.2pp |
| Annual return | -12.57% | -0.10%-12.5pp | -11.33%-1.2pp | -7.84%-4.7pp |
| Employer contribution / active EE | $3,172 | $3,665-13.5% | $4,323-26.6% | $2,596+22.2% |
| Participant deferral / active EE | $4,004 | $5,158-22.4% | $6,094-34.3% | $4,027-0.6% |
| Admin fee / account holder | $4,127 | $6,871-39.9% | $7,195-42.6% | $5,403-23.6% |