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 | $137,181 | $73,867+85.7% | $143,757-4.6% | $68,494+100.3% |
| Participation rate | 94.6% | 66.7%+27.9pp | 80.3%+14.3pp | 67.9%+26.7pp |
| Annual return | -18.41% | 1.01%-19.4pp | -0.04%-18.4pp | -7.84%-10.6pp |
| Employer contribution / active EE | $4,302 | $3,184+35.1% | $4,951-13.1% | $2,596+65.7% |
| Participant deferral / active EE | $11,519 | $3,384+240.3% | $5,637+104.3% | $4,027+186.0% |
| Admin fee / account holder | $3,913 | $5,755-32.0% | $14,673-73.3% | $5,403-27.6% |