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 | $144,724 | $73,867+95.9% | $143,757+0.7% | $68,494+111.3% |
| Participation rate | 86.7% | 66.7%+20.0pp | 80.3%+6.4pp | 67.9%+18.8pp |
| Annual return | -18.40% | 1.01%-19.4pp | -0.04%-18.4pp | -7.84%-10.6pp |
| Employer contribution / active EE | $9,783 | $3,184+207.2% | $4,951+97.6% | $2,596+276.8% |
| Participant deferral / active EE | $7,064 | $3,384+108.7% | $5,637+25.3% | $4,027+75.4% |
| Admin fee / account holder | $7,255 | $5,755+26.1% | $14,673-50.6% | $5,403+34.3% |