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 | $94,241 | $46,674+101.9% | $117,472-19.8% | $68,494+37.6% |
| Participation rate | 98.7% | 56.8%+41.9pp | 70.6%+28.1pp | 67.9%+30.8pp |
| Annual return | -18.97% | -14.52%-4.4pp | 29.74%-48.7pp | -7.84%-11.1pp |
| Employer contribution / active EE | $6,195 | $1,505+311.8% | $4,176+48.4% | $2,596+138.6% |
| Participant deferral / active EE | $11,111 | $2,636+321.5% | $4,070+173.0% | $4,027+175.9% |
| Admin fee / account holder | $346 | $4,020-91.4% | $5,645-93.9% | $5,403-93.6% |