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 | $133,862 | $73,867+81.2% | $143,757-6.9% | $68,494+95.4% |
| Participation rate | 96.0% | 66.7%+29.3pp | 80.3%+15.7pp | 67.9%+28.1pp |
| Annual return | -17.77% | 1.01%-18.8pp | -0.04%-17.7pp | -7.84%-9.9pp |
| Employer contribution / active EE | $4,354 | $3,184+36.7% | $4,951-12.1% | $2,596+67.7% |
| Participant deferral / active EE | $3,863 | $3,384+14.1% | $5,637-31.5% | $4,027-4.1% |
| Admin fee / account holder | $1,013 | $5,755-82.4% | $14,673-93.1% | $5,403-81.3% |