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 | $106,609 | $90,519+17.8% | $93,789+13.7% | $134,475-20.7% |
| Participation rate | 92.9% | 82.0%+10.9pp | 81.0%+11.9pp | 81.2%+11.6pp |
| Annual return | -19.46% | -15.72%-3.7pp | -11.33%-8.1pp | 417.96%-437.4pp |
| Employer contribution / active EE | $7,466 | $4,343+71.9% | $4,323+72.7% | $4,740+57.5% |
| Participant deferral / active EE | $6,169 | $5,978+3.2% | $6,094+1.2% | $6,400-3.6% |
| Admin fee / account holder | $16,168 | $9,252+74.8% | $7,195+124.7% | $11,426+41.5% |