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 4-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 | $146,506 | $73,867+98.3% | $143,757+1.9% | $68,494+113.9% |
| Participation rate | 94.8% | 66.7%+28.2pp | 80.3%+14.5pp | 67.9%+26.9pp |
| Annual return | -14.28% | 1.01%-15.3pp | -0.04%-14.2pp | -7.84%-6.4pp |
| Employer contribution / active EE | $12,872 | $3,184+304.2% | $4,951+160.0% | $2,596+395.8% |
| Participant deferral / active EE | $5,186 | $3,384+53.2% | $5,637-8.0% | $4,027+28.8% |
| Admin fee / account holder | $1,095 | $5,755-81.0% | $14,673-92.5% | $5,403-79.7% |