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 | $142,599 | $73,867+93.0% | $143,757-0.8% | $68,494+108.2% |
| Participation rate | 97.0% | 66.7%+30.4pp | 80.3%+16.7pp | 67.9%+29.1pp |
| Annual return | -17.74% | 1.01%-18.8pp | -0.04%-17.7pp | -7.84%-9.9pp |
| Employer contribution / active EE | $7,183 | $3,184+125.6% | $4,951+45.1% | $2,596+176.7% |
| Participant deferral / active EE | $5,816 | $3,384+71.9% | $5,637+3.2% | $4,027+44.4% |
| Admin fee / account holder | $16,688 | $5,755+190.0% | $14,673+13.7% | $5,403+208.9% |