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 | $142,676 | $110,094+29.6% | $151,611-5.9% | $68,494+108.3% |
| Participation rate | 94.3% | 84.0%+10.3pp | 87.5%+6.8pp | 67.9%+26.4pp |
| Annual return | -15.85% | -10.12%-5.7pp | 3.33%-19.2pp | -7.84%-8.0pp |
| Employer contribution / active EE | $2,045 | $4,471-54.2% | $6,166-66.8% | $2,596-21.2% |
| Participant deferral / active EE | $9,195 | $6,527+40.9% | $8,363+9.9% | $4,027+128.3% |
| Admin fee / account holder | $9,745 | $7,719+26.3% | $11,616-16.1% | $5,403+80.4% |