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 | $147,014 | $76,912+91.1% | $129,110+13.9% | $68,494+114.6% |
| Participation rate | 77.8% | 69.1%+8.6pp | 77.3%+0.5pp | 67.9%+9.9pp |
| Annual return | -14.79% | -9.78%-5.0pp | -10.94%-3.8pp | -7.84%-6.9pp |
| Employer contribution / active EE | $2,472 | $3,243-23.8% | $5,052-51.1% | $2,596-4.8% |
| Participant deferral / active EE | $4,359 | $4,732-7.9% | $6,542-33.4% | $4,027+8.2% |
| Admin fee / account holder | $15,348 | $6,638+131.2% | $14,302+7.3% | $5,403+184.1% |