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 | $142,676 | $73,867+93.2% | $143,757-0.8% | $68,494+108.3% |
| Participation rate | 96.2% | 66.7%+29.5pp | 80.3%+15.8pp | 67.9%+28.3pp |
| Annual return | -17.13% | 1.01%-18.1pp | -0.04%-17.1pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,139 | $3,184-64.2% | $4,951-77.0% | $2,596-56.1% |
| Participant deferral / active EE | $8,829 | $3,384+160.9% | $5,637+56.6% | $4,027+119.2% |
| Admin fee / account holder | $1,015 | $5,755-82.4% | $14,673-93.1% | $5,403-81.2% |