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 | $147,464 | $81,900+80.1% | $119,609+23.3% | $68,494+115.3% |
| Participation rate | 81.7% | 71.9%+9.8pp | 79.3%+2.4pp | 67.9%+13.8pp |
| Annual return | -0.16% | -23.82%+23.7pp | -14.97%+14.8pp | -7.84%+7.7pp |
| Employer contribution / active EE | $2,657 | $2,693-1.3% | $4,232-37.2% | $2,596+2.3% |
| Participant deferral / active EE | $4,215 | $4,148+1.6% | $5,602-24.8% | $4,027+4.7% |
| Admin fee / account holder | $32,245 | $6,582+389.9% | $10,323+212.3% | $5,403+496.8% |