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 | $183,887 | $110,094+67.0% | $151,611+21.3% | $68,494+168.5% |
| Participation rate | 93.0% | 84.0%+9.1pp | 87.5%+5.5pp | 67.9%+25.1pp |
| Annual return | -17.20% | -10.12%-7.1pp | 3.33%-20.5pp | -7.84%-9.4pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $17,471 | $6,527+167.7% | $8,363+108.9% | $4,027+333.8% |
| Admin fee / account holder | $9,221 | $7,719+19.5% | $11,616-20.6% | $5,403+70.7% |