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 | $143,365 | $73,867+94.1% | $143,757-0.3% | $68,494+109.3% |
| Participation rate | 83.3% | 66.7%+16.7pp | 80.3%+3.0pp | 67.9%+15.4pp |
| Annual return | -17.03% | 1.01%-18.0pp | -0.04%-17.0pp | -7.84%-9.2pp |
| Employer contribution / active EE | $600 | $3,184-81.2% | $4,951-87.9% | $2,596-76.9% |
| Participant deferral / active EE | $7,085 | $3,384+109.4% | $5,637+25.7% | $4,027+75.9% |
| Admin fee / account holder | $6,142 | $5,755+6.7% | $14,673-58.1% | $5,403+13.7% |