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 | $112,108 | $95,862+16.9% | $79,550+40.9% | $134,475-16.6% |
| Participation rate | 85.7% | 75.0%+10.7pp | 69.5%+16.2pp | 81.2%+4.5pp |
| Annual return | -15.71% | -2.69%-13.0pp | 0.16%-15.9pp | 417.96%-433.7pp |
| Employer contribution / active EE | $8,364 | $3,128+167.4% | $2,413+246.6% | $4,740+76.5% |
| Participant deferral / active EE | $6,150 | $4,693+31.1% | $3,985+54.3% | $6,400-3.9% |
| Admin fee / account holder | $165,153 | $9,126+1709.7% | $6,832+2317.2% | $11,426+1345.4% |