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 | $100,050 | $64,707+54.6% | $112,228-10.9% | $68,494+46.1% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -18.56% | -11.40%-7.2pp | 27.45%-46.0pp | -7.84%-10.7pp |
| Employer contribution / active EE | $6,508 | $2,746+137.0% | $3,635+79.1% | $2,596+150.7% |
| Participant deferral / active EE | $7,025 | $3,565+97.1% | $4,728+48.6% | $4,027+74.4% |
| Admin fee / account holder | $1,743 | $5,232-66.7% | $6,410-72.8% | $5,403-67.7% |