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 | $139,971 | $73,867+89.5% | $143,757-2.6% | $68,494+104.4% |
| Participation rate | 73.4% | 66.7%+6.8pp | 80.3%-6.9pp | 67.9%+5.5pp |
| Annual return | -15.66% | 1.01%-16.7pp | -0.04%-15.6pp | -7.84%-7.8pp |
| Employer contribution / active EE | $2,793 | $3,184-12.3% | $4,951-43.6% | $2,596+7.6% |
| Participant deferral / active EE | $5,460 | $3,384+61.3% | $5,637-3.1% | $4,027+35.6% |
| Admin fee / account holder | $2,447 | $5,755-57.5% | $14,673-83.3% | $5,403-54.7% |