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 | $135,715 | $73,867+83.7% | $143,757-5.6% | $68,494+98.1% |
| Participation rate | 82.1% | 66.7%+15.5pp | 80.3%+1.8pp | 67.9%+14.3pp |
| Annual return | -17.31% | 1.01%-18.3pp | -0.04%-17.3pp | -7.84%-9.5pp |
| Employer contribution / active EE | $6,061 | $3,184+90.4% | $4,951+22.4% | $2,596+133.4% |
| Participant deferral / active EE | $7,365 | $3,384+117.6% | $5,637+30.7% | $4,027+82.9% |
| Admin fee / account holder | $4,363 | $5,755-24.2% | $14,673-70.3% | $5,403-19.2% |