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 | $140,284 | $110,094+27.4% | $151,611-7.5% | $68,494+104.8% |
| Participation rate | 96.8% | 84.0%+12.8pp | 87.5%+9.3pp | 67.9%+28.9pp |
| Annual return | -11.91% | -10.12%-1.8pp | 3.33%-15.2pp | -7.84%-4.1pp |
| Employer contribution / active EE | $8,358 | $4,471+87.0% | $6,166+35.5% | $2,596+221.9% |
| Participant deferral / active EE | $4,296 | $6,527-34.2% | $8,363-48.6% | $4,027+6.7% |
| Admin fee / account holder | $47,792 | $7,719+519.2% | $11,616+311.4% | $5,403+784.6% |