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 | $107,791 | $110,094-2.1% | $151,611-28.9% | $68,494+57.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -15.03% | -10.12%-4.9pp | 3.33%-18.4pp | -7.84%-7.2pp |
| Employer contribution / active EE | $9,220 | $4,471+106.2% | $6,166+49.5% | $2,596+255.1% |
| Participant deferral / active EE | $12,401 | $6,527+90.0% | $8,363+48.3% | $4,027+207.9% |
| Admin fee / account holder | $1,490 | $7,719-80.7% | $11,616-87.2% | $5,403-72.4% |