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 | $161,697 | $73,867+118.9% | $143,757+12.5% | $68,494+136.1% |
| Participation rate | 78.2% | 66.7%+11.5pp | 80.3%-2.1pp | 67.9%+10.3pp |
| Annual return | -16.52% | 1.01%-17.5pp | -0.04%-16.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $3,694 | $3,184+16.0% | $4,951-25.4% | $2,596+42.3% |
| Participant deferral / active EE | $2,306 | $3,384-31.9% | $5,637-59.1% | $4,027-42.7% |
| Admin fee / account holder | $2,012 | $5,755-65.0% | $14,673-86.3% | $5,403-62.8% |