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 | $139,085 | $73,867+88.3% | $143,757-3.3% | $68,494+103.1% |
| Participation rate | 83.3% | 66.7%+16.7pp | 80.3%+3.0pp | 67.9%+15.4pp |
| Annual return | -16.41% | 1.01%-17.4pp | -0.04%-16.4pp | -7.84%-8.6pp |
| Employer contribution / active EE | $2,292 | $3,184-28.0% | $4,951-53.7% | $2,596-11.7% |
| Participant deferral / active EE | $5,180 | $3,384+53.1% | $5,637-8.1% | $4,027+28.6% |
| Admin fee / account holder | $3,764 | $5,755-34.6% | $14,673-74.3% | $5,403-30.3% |