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 | $183,797 | $83,427+120.3% | $115,756+58.8% | $68,494+168.3% |
| Participation rate | 72.0% | 71.9%+0.1pp | 77.1%-5.1pp | 67.9%+4.1pp |
| Annual return | -18.37% | -10.95%-7.4pp | 143.14%-161.5pp | -7.84%-10.5pp |
| Employer contribution / active EE | $1,282 | $3,075-58.3% | $3,793-66.2% | $2,596-50.6% |
| Participant deferral / active EE | $10,942 | $5,355+104.3% | $6,254+75.0% | $4,027+171.7% |
| Admin fee / account holder | $3,034 | $5,708-46.8% | $8,124-62.7% | $5,403-43.8% |