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 | $185,393 | $76,912+141.0% | $129,110+43.6% | $68,494+170.7% |
| Participation rate | 83.7% | 69.1%+14.6pp | 77.3%+6.5pp | 67.9%+15.8pp |
| Annual return | -16.92% | -9.78%-7.1pp | -10.94%-6.0pp | -7.84%-9.1pp |
| Employer contribution / active EE | $3,197 | $3,243-1.4% | $5,052-36.7% | $2,596+23.2% |
| Participant deferral / active EE | $5,767 | $4,732+21.9% | $6,542-11.8% | $4,027+43.2% |
| Admin fee / account holder | $30,104 | $6,638+353.5% | $14,302+110.5% | $5,403+457.2% |