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 | $141,744 | $71,883+97.2% | $86,677+63.5% | $68,494+106.9% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -10.19% | 3.52%-13.7pp | 35.91%-46.1pp | -7.84%-2.3pp |
| Employer contribution / active EE | $3,060 | $2,173+40.8% | $2,836+7.9% | $2,596+17.9% |
| Participant deferral / active EE | $7,379 | $3,779+95.3% | $4,656+58.5% | $4,027+83.2% |
| Admin fee / account holder | $4,145 | $6,112-32.2% | $7,493-44.7% | $5,403-23.3% |