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 | $111,556 | $64,707+72.4% | $112,228-0.6% | $68,494+62.9% |
| Participation rate | 96.7% | 67.2%+29.5pp | 75.1%+21.6pp | 67.9%+28.8pp |
| Annual return | -17.70% | -11.40%-6.3pp | 27.45%-45.2pp | -7.84%-9.9pp |
| Employer contribution / active EE | $13,400 | $2,746+388.0% | $3,635+268.7% | $2,596+416.1% |
| Participant deferral / active EE | $2,613 | $3,565-26.7% | $4,728-44.7% | $4,027-35.1% |
| Admin fee / account holder | $27,757 | $5,232+430.5% | $6,410+333.0% | $5,403+413.8% |