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 | $141,115 | $73,867+91.0% | $143,757-1.8% | $68,494+106.0% |
| Participation rate | 82.1% | 66.7%+15.4pp | 80.3%+1.7pp | 67.9%+14.2pp |
| Annual return | -16.39% | 1.01%-17.4pp | -0.04%-16.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $9,305 | $3,184+192.2% | $4,951+87.9% | $2,596+258.4% |
| Participant deferral / active EE | $7,078 | $3,384+109.1% | $5,637+25.6% | $4,027+75.8% |
| Admin fee / account holder | $771 | $5,755-86.6% | $14,673-94.7% | $5,403-85.7% |