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 | $109,959 | $73,004+50.6% | $90,749+21.2% | $68,494+60.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -14.80% | -13.81%-1.0pp | -12.16%-2.6pp | -7.84%-7.0pp |
| Employer contribution / active EE | $5,477 | $2,193+149.8% | $2,921+87.5% | $2,596+111.0% |
| Participant deferral / active EE | $5,733 | $3,627+58.1% | $4,564+25.6% | $4,027+42.4% |
| Admin fee / account holder | $5,358 | $5,896-9.1% | $8,445-36.6% | $5,403-0.8% |