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 | $148,127 | $110,094+34.5% | $151,611-2.3% | $68,494+116.3% |
| Participation rate | 94.9% | 84.0%+10.9pp | 87.5%+7.4pp | 67.9%+27.0pp |
| Annual return | -11.55% | -10.12%-1.4pp | 3.33%-14.9pp | -7.84%-3.7pp |
| Employer contribution / active EE | $6,059 | $4,471+35.5% | $6,166-1.7% | $2,596+133.4% |
| Participant deferral / active EE | $8,971 | $6,527+37.4% | $8,363+7.3% | $4,027+122.8% |
| Admin fee / account holder | $60,291 | $7,719+681.1% | $11,616+419.0% | $5,403+1015.9% |