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 | $148,127 | $81,900+80.9% | $119,609+23.8% | $68,494+116.3% |
| Participation rate | 91.4% | 71.9%+19.5pp | 79.3%+12.1pp | 67.9%+23.5pp |
| Annual return | -16.81% | -23.82%+7.0pp | -14.97%-1.8pp | -7.84%-9.0pp |
| Employer contribution / active EE | $1,275 | $2,693-52.7% | $4,232-69.9% | $2,596-50.9% |
| Participant deferral / active EE | $6,158 | $4,148+48.5% | $5,602+9.9% | $4,027+52.9% |
| Admin fee / account holder | $3,061 | $6,582-53.5% | $10,323-70.3% | $5,403-43.3% |