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 | $119,750 | $110,094+8.8% | $151,611-21.0% | $68,494+74.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -16.55% | -10.12%-6.4pp | 3.33%-19.9pp | -7.84%-8.7pp |
| Employer contribution / active EE | $5,897 | $4,471+31.9% | $6,166-4.4% | $2,596+127.1% |
| Participant deferral / active EE | $13,196 | $6,527+102.2% | $8,363+57.8% | $4,027+227.7% |
| Admin fee / account holder | $543 | $7,719-93.0% | $11,616-95.3% | $5,403-89.9% |