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 | $149,999 | $73,867+103.1% | $143,757+4.3% | $68,494+119.0% |
| Participation rate | 93.5% | 66.7%+26.8pp | 80.3%+13.2pp | 67.9%+25.6pp |
| Annual return | -7.49% | 1.01%-8.5pp | -0.04%-7.5pp | -7.84%+0.4pp |
| Employer contribution / active EE | $3,314 | $3,184+4.1% | $4,951-33.1% | $2,596+27.7% |
| Participant deferral / active EE | $5,350 | $3,384+58.1% | $5,637-5.1% | $4,027+32.8% |
| Admin fee / account holder | $3,911 | $5,755-32.0% | $14,673-73.3% | $5,403-27.6% |