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 | $145,430 | $110,094+32.1% | $151,611-4.1% | $68,494+112.3% |
| Participation rate | 95.3% | 84.0%+11.4pp | 87.5%+7.8pp | 67.9%+27.4pp |
| Annual return | -12.18% | -10.12%-2.1pp | 3.33%-15.5pp | -7.84%-4.3pp |
| Employer contribution / active EE | $24,822 | $4,471+455.2% | $6,166+302.6% | $2,596+856.1% |
| Participant deferral / active EE | $14,274 | $6,527+118.7% | $8,363+70.7% | $4,027+254.4% |
| Admin fee / account holder | $1,369 | $7,719-82.3% | $11,616-88.2% | $5,403-74.7% |