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 | $141,142 | $73,867+91.1% | $143,757-1.8% | $68,494+106.1% |
| Participation rate | 95.1% | 66.7%+28.5pp | 80.3%+14.8pp | 67.9%+27.2pp |
| Annual return | -17.17% | 1.01%-18.2pp | -0.04%-17.1pp | -7.84%-9.3pp |
| Employer contribution / active EE | $2,316 | $3,184-27.3% | $4,951-53.2% | $2,596-10.8% |
| Participant deferral / active EE | $8,544 | $3,384+152.5% | $5,637+51.6% | $4,027+112.2% |
| Admin fee / account holder | $2,195 | $5,755-61.8% | $14,673-85.0% | $5,403-59.4% |