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 | $118,696 | $110,094+7.8% | $151,611-21.7% | $68,494+73.3% |
| Participation rate | 97.1% | 84.0%+13.2pp | 87.5%+9.6pp | 67.9%+29.3pp |
| Annual return | -9.90% | -10.12%+0.2pp | 3.33%-13.2pp | -7.84%-2.1pp |
| Employer contribution / active EE | $7,309 | $4,471+63.5% | $6,166+18.5% | $2,596+181.5% |
| Participant deferral / active EE | $3,447 | $6,527-47.2% | $8,363-58.8% | $4,027-14.4% |
| Admin fee / account holder | $32,012 | $7,719+314.7% | $11,616+175.6% | $5,403+492.5% |