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 | $107,640 | $81,900+31.4% | $119,609-10.0% | $68,494+57.2% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | 4.63% | -23.82%+28.5pp | -14.97%+19.6pp | -7.84%+12.5pp |
| Employer contribution / active EE | $3,529 | $2,693+31.0% | $4,232-16.6% | $2,596+35.9% |
| Participant deferral / active EE | $9,800 | $4,148+136.3% | $5,602+74.9% | $4,027+143.3% |
| Admin fee / account holder | $29,246 | $6,582+344.4% | $10,323+183.3% | $5,403+441.3% |