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 | $144,717 | $73,867+95.9% | $143,757+0.7% | $68,494+111.3% |
| Participation rate | 81.3% | 66.7%+14.7pp | 80.3%+1.0pp | 67.9%+13.4pp |
| Annual return | -13.82% | 1.01%-14.8pp | -0.04%-13.8pp | -7.84%-6.0pp |
| Employer contribution / active EE | $1,907 | $3,184-40.1% | $4,951-61.5% | $2,596-26.6% |
| Participant deferral / active EE | $3,608 | $3,384+6.6% | $5,637-36.0% | $4,027-10.4% |
| Admin fee / account holder | $4,416 | $5,755-23.3% | $14,673-69.9% | $5,403-18.3% |