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 | $136,904 | $73,867+85.3% | $143,757-4.8% | $68,494+99.9% |
| Participation rate | 92.0% | 66.7%+25.3pp | 80.3%+11.7pp | 67.9%+24.1pp |
| Annual return | -18.76% | 1.01%-19.8pp | -0.04%-18.7pp | -7.84%-10.9pp |
| Employer contribution / active EE | $4,687 | $3,184+47.2% | $4,951-5.3% | $2,596+80.5% |
| Participant deferral / active EE | $2,947 | $3,384-12.9% | $5,637-47.7% | $4,027-26.8% |
| Admin fee / account holder | $6,247 | $5,755+8.5% | $14,673-57.4% | $5,403+15.6% |