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 | $120,326 | $90,590+32.8% | $90,782+32.5% | $135,375-11.1% |
| Participation rate | 92.9% | 83.7%+9.1pp | 82.7%+10.2pp | 82.6%+10.2pp |
| Annual return | -8.78% | -3.40%-5.4pp | -3.42%-5.4pp | 519.73%-528.5pp |
| Employer contribution / active EE | $16,650 | $4,352+282.5% | $4,105+305.6% | $4,779+248.4% |
| Participant deferral / active EE | $5,728 | $5,407+5.9% | $5,366+6.7% | $5,609+2.1% |
| Admin fee / account holder | $14,757 | $7,683+92.1% | $5,908+149.8% | $10,827+36.3% |