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 | $173,863 | $81,900+112.3% | $119,609+45.4% | $68,494+153.8% |
| Participation rate | 90.5% | 71.9%+18.6pp | 79.3%+11.2pp | 67.9%+22.6pp |
| Annual return | -15.80% | -23.82%+8.0pp | -14.97%-0.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $1,420 | $2,693-47.3% | $4,232-66.5% | $2,596-45.3% |
| Participant deferral / active EE | $9,539 | $4,148+130.0% | $5,602+70.3% | $4,027+136.9% |
| Admin fee / account holder | $2,947 | $6,582-55.2% | $10,323-71.5% | $5,403-45.5% |