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 | $123,668 | $73,867+67.4% | $143,757-14.0% | $68,494+80.6% |
| Participation rate | 93.0% | 66.7%+26.3pp | 80.3%+12.7pp | 67.9%+25.1pp |
| Annual return | -16.06% | 1.01%-17.1pp | -0.04%-16.0pp | -7.84%-8.2pp |
| Employer contribution / active EE | $5,271 | $3,184+65.5% | $4,951+6.5% | $2,596+103.0% |
| Participant deferral / active EE | $3,129 | $3,384-7.6% | $5,637-44.5% | $4,027-22.3% |
| Admin fee / account holder | $1,078 | $5,755-81.3% | $14,673-92.7% | $5,403-80.0% |