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 | $145,051 | $73,867+96.4% | $143,757+0.9% | $68,494+111.8% |
| Participation rate | 92.6% | 66.7%+25.9pp | 80.3%+12.3pp | 67.9%+24.7pp |
| Annual return | -19.13% | 1.01%-20.1pp | -0.04%-19.1pp | -7.84%-11.3pp |
| Employer contribution / active EE | $3,364 | $3,184+5.7% | $4,951-32.0% | $2,596+29.6% |
| Participant deferral / active EE | $6,579 | $3,384+94.4% | $5,637+16.7% | $4,027+63.4% |
| Admin fee / account holder | $56,052 | $5,755+874.0% | $14,673+282.0% | $5,403+937.5% |