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 | $119,799 | $90,519+32.3% | $93,789+27.7% | $134,475-10.9% |
| Participation rate | 94.7% | 82.0%+12.8pp | 81.0%+13.8pp | 81.2%+13.5pp |
| Annual return | -12.36% | -15.72%+3.4pp | -11.33%-1.0pp | 417.96%-430.3pp |
| Employer contribution / active EE | $5,263 | $4,343+21.2% | $4,323+21.8% | $4,740+11.0% |
| Participant deferral / active EE | $0 | $5,978-100.0% | $6,094-100.0% | $6,400-100.0% |
| Admin fee / account holder | $346 | $9,252-96.3% | $7,195-95.2% | $11,426-97.0% |