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 | $137,967 | $73,867+86.8% | $143,757-4.0% | $68,494+101.4% |
| Participation rate | 97.4% | 66.7%+30.8pp | 80.3%+17.1pp | 67.9%+29.5pp |
| Annual return | -14.56% | 1.01%-15.6pp | -0.04%-14.5pp | -7.84%-6.7pp |
| Employer contribution / active EE | $7,192 | $3,184+125.9% | $4,951+45.3% | $2,596+177.0% |
| Participant deferral / active EE | $5,845 | $3,384+72.7% | $5,637+3.7% | $4,027+45.1% |
| Admin fee / account holder | $6,400 | $5,755+11.2% | $14,673-56.4% | $5,403+18.5% |