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 | $160,370 | $73,867+117.1% | $143,757+11.6% | $68,494+134.1% |
| Participation rate | 82.1% | 66.7%+15.5pp | 80.3%+1.8pp | 67.9%+14.3pp |
| Annual return | -18.62% | 1.01%-19.6pp | -0.04%-18.6pp | -7.84%-10.8pp |
| Employer contribution / active EE | $4,288 | $3,184+34.7% | $4,951-13.4% | $2,596+65.1% |
| Participant deferral / active EE | $3,697 | $3,384+9.2% | $5,637-34.4% | $4,027-8.2% |
| Admin fee / account holder | $10,066 | $5,755+74.9% | $14,673-31.4% | $5,403+86.3% |