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 | $147,947 | $73,867+100.3% | $143,757+2.9% | $68,494+116.0% |
| Participation rate | 84.6% | 66.7%+18.0pp | 80.3%+4.3pp | 67.9%+16.7pp |
| Annual return | -19.01% | 1.01%-20.0pp | -0.04%-19.0pp | -7.84%-11.2pp |
| Employer contribution / active EE | $5,979 | $3,184+87.8% | $4,951+20.8% | $2,596+130.3% |
| Participant deferral / active EE | $10,271 | $3,384+203.5% | $5,637+82.2% | $4,027+155.1% |
| Admin fee / account holder | $5,042 | $5,755-12.4% | $14,673-65.6% | $5,403-6.7% |