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 | $141,082 | $73,867+91.0% | $143,757-1.9% | $68,494+106.0% |
| Participation rate | 90.1% | 66.7%+23.5pp | 80.3%+9.8pp | 67.9%+22.2pp |
| Annual return | -15.92% | 1.01%-16.9pp | -0.04%-15.9pp | -7.84%-8.1pp |
| Employer contribution / active EE | $5,558 | $3,184+74.6% | $4,951+12.3% | $2,596+114.1% |
| Participant deferral / active EE | $5,739 | $3,384+69.6% | $5,637+1.8% | $4,027+42.5% |
| Admin fee / account holder | $2,325 | $5,755-59.6% | $14,673-84.2% | $5,403-57.0% |