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 | $139,566 | $73,867+88.9% | $143,757-2.9% | $68,494+103.8% |
| Participation rate | 83.7% | 66.7%+17.1pp | 80.3%+3.4pp | 67.9%+15.8pp |
| Annual return | -17.37% | 1.01%-18.4pp | -0.04%-17.3pp | -7.84%-9.5pp |
| Employer contribution / active EE | $5,308 | $3,184+66.7% | $4,951+7.2% | $2,596+104.5% |
| Participant deferral / active EE | $3,997 | $3,384+18.1% | $5,637-29.1% | $4,027-0.7% |
| Admin fee / account holder | $4,869 | $5,755-15.4% | $14,673-66.8% | $5,403-9.9% |