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 | $139,261 | $73,867+88.5% | $143,757-3.1% | $68,494+103.3% |
| Participation rate | 87.9% | 66.7%+21.2pp | 80.3%+7.6pp | 67.9%+20.0pp |
| Annual return | -14.74% | 1.01%-15.7pp | -0.04%-14.7pp | -7.84%-6.9pp |
| Employer contribution / active EE | $2,575 | $3,184-19.1% | $4,951-48.0% | $2,596-0.8% |
| Participant deferral / active EE | $4,525 | $3,384+33.7% | $5,637-19.7% | $4,027+12.4% |
| Admin fee / account holder | $2,110 | $5,755-63.3% | $14,673-85.6% | $5,403-60.9% |