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 | $100,364 | $72,404+38.6% | $110,238-9.0% | $64,186+56.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -4.67% | -6.29%+1.6pp | 314.74%-319.4pp | 7.63%-12.3pp |
| Employer contribution / active EE | $2,215 | $2,282-2.9% | $3,826-42.1% | $2,381-6.9% |
| Participant deferral / active EE | $8,829 | $3,469+154.5% | $4,672+89.0% | $3,470+154.5% |
| Admin fee / account holder | $11,609 | $5,664+105.0% | $8,547+35.8% | $4,888+137.5% |