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 | $146,133 | $73,867+97.8% | $143,757+1.7% | $68,494+113.4% |
| Participation rate | 82.5% | 66.7%+15.8pp | 80.3%+2.2pp | 67.9%+14.6pp |
| Annual return | -13.11% | 1.01%-14.1pp | -0.04%-13.1pp | -7.84%-5.3pp |
| Employer contribution / active EE | $2,668 | $3,184-16.2% | $4,951-46.1% | $2,596+2.8% |
| Participant deferral / active EE | $5,073 | $3,384+49.9% | $5,637-10.0% | $4,027+26.0% |
| Admin fee / account holder | $1,049 | $5,755-81.8% | $14,673-92.8% | $5,403-80.6% |