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 | $185,622 | $81,900+126.6% | $119,609+55.2% | $68,494+171.0% |
| Participation rate | 83.3% | 71.9%+11.4pp | 79.3%+4.1pp | 67.9%+15.4pp |
| Annual return | -18.70% | -23.82%+5.1pp | -14.97%-3.7pp | -7.84%-10.9pp |
| Employer contribution / active EE | $4,167 | $2,693+54.7% | $4,232-1.5% | $2,596+60.5% |
| Participant deferral / active EE | $4,049 | $4,148-2.4% | $5,602-27.7% | $4,027+0.5% |
| Admin fee / account holder | $10,861 | $6,582+65.0% | $10,323+5.2% | $5,403+101.0% |