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 | $148,250 | $110,094+34.7% | $151,611-2.2% | $68,494+116.4% |
| Participation rate | 90.6% | 84.0%+6.7pp | 87.5%+3.1pp | 67.9%+22.7pp |
| Annual return | -17.26% | -10.12%-7.1pp | 3.33%-20.6pp | -7.84%-9.4pp |
| Employer contribution / active EE | $2,449 | $4,471-45.2% | $6,166-60.3% | $2,596-5.7% |
| Participant deferral / active EE | $8,097 | $6,527+24.1% | $8,363-3.2% | $4,027+101.1% |
| Admin fee / account holder | $2,224 | $7,719-71.2% | $11,616-80.9% | $5,403-58.8% |