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 | $138,504 | $73,867+87.5% | $143,757-3.7% | $68,494+102.2% |
| Participation rate | 97.7% | 66.7%+31.0pp | 80.3%+17.4pp | 67.9%+29.8pp |
| Annual return | -16.21% | 1.01%-17.2pp | -0.04%-16.2pp | -7.84%-8.4pp |
| Employer contribution / active EE | $8,005 | $3,184+151.4% | $4,951+61.7% | $2,596+208.3% |
| Participant deferral / active EE | $7,526 | $3,384+122.4% | $5,637+33.5% | $4,027+86.9% |
| Admin fee / account holder | $2,732 | $5,755-52.5% | $14,673-81.4% | $5,403-49.4% |