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 | $184,503 | $64,707+185.1% | $112,228+64.4% | $68,494+169.4% |
| Participation rate | 70.0% | 67.2%+2.8pp | 75.1%-5.1pp | 67.9%+2.1pp |
| Annual return | -14.99% | -11.40%-3.6pp | 27.45%-42.4pp | -7.84%-7.1pp |
| Employer contribution / active EE | $2,457 | $2,746-10.5% | $3,635-32.4% | $2,596-5.4% |
| Participant deferral / active EE | $6,081 | $3,565+70.6% | $4,728+28.6% | $4,027+51.0% |
| Admin fee / account holder | $999 | $5,232-80.9% | $6,410-84.4% | $5,403-81.5% |