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 | $140,504 | $73,867+90.2% | $143,757-2.3% | $68,494+105.1% |
| Participation rate | 85.7% | 66.7%+19.1pp | 80.3%+5.4pp | 67.9%+17.8pp |
| Annual return | -10.15% | 1.01%-11.2pp | -0.04%-10.1pp | -7.84%-2.3pp |
| Employer contribution / active EE | $2,975 | $3,184-6.6% | $4,951-39.9% | $2,596+14.6% |
| Participant deferral / active EE | $5,092 | $3,384+50.4% | $5,637-9.7% | $4,027+26.4% |
| Admin fee / account holder | $872 | $5,755-84.9% | $14,673-94.1% | $5,403-83.9% |