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 | $148,100 | $73,867+100.5% | $143,757+3.0% | $68,494+116.2% |
| Participation rate | 96.9% | 66.7%+30.2pp | 80.3%+16.6pp | 67.9%+29.0pp |
| Annual return | -16.77% | 1.01%-17.8pp | -0.04%-16.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,913 | $3,184-39.9% | $4,951-61.4% | $2,596-26.3% |
| Participant deferral / active EE | $6,553 | $3,384+93.6% | $5,637+16.2% | $4,027+62.7% |
| Admin fee / account holder | $2,420 | $5,755-57.9% | $14,673-83.5% | $5,403-55.2% |