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 | $147,800 | $73,867+100.1% | $143,757+2.8% | $68,494+115.8% |
| Participation rate | 82.9% | 66.7%+16.2pp | 80.3%+2.6pp | 67.9%+15.0pp |
| Annual return | -16.34% | 1.01%-17.4pp | -0.04%-16.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $2,740 | $3,184-14.0% | $4,951-44.7% | $2,596+5.5% |
| Participant deferral / active EE | $5,768 | $3,384+70.4% | $5,637+2.3% | $4,027+43.2% |
| Admin fee / account holder | $6,194 | $5,755+7.6% | $14,673-57.8% | $5,403+14.6% |