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 | $153,435 | $110,094+39.4% | $151,611+1.2% | $68,494+124.0% |
| Participation rate | 94.7% | 84.0%+10.8pp | 87.5%+7.2pp | 67.9%+26.8pp |
| Annual return | -12.68% | -10.12%-2.6pp | 3.33%-16.0pp | -7.84%-4.8pp |
| Employer contribution / active EE | $5,385 | $4,471+20.5% | $6,166-12.7% | $2,596+107.4% |
| Participant deferral / active EE | $13,343 | $6,527+104.4% | $8,363+59.5% | $4,027+231.3% |
| Admin fee / account holder | $1,768 | $7,719-77.1% | $11,616-84.8% | $5,403-67.3% |