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 | $142,970 | $73,867+93.6% | $143,757-0.5% | $68,494+108.7% |
| Participation rate | 84.9% | 66.7%+18.3pp | 80.3%+4.6pp | 67.9%+17.0pp |
| Annual return | -12.72% | 1.01%-13.7pp | -0.04%-12.7pp | -7.84%-4.9pp |
| Employer contribution / active EE | $4,933 | $3,184+54.9% | $4,951-0.4% | $2,596+90.0% |
| Participant deferral / active EE | $5,683 | $3,384+67.9% | $5,637+0.8% | $4,027+41.1% |
| Admin fee / account holder | $3,421 | $5,755-40.6% | $14,673-76.7% | $5,403-36.7% |