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 | $96,389 | $73,004+32.0% | $90,749+6.2% | $68,494+40.7% |
| Participation rate | 88.3% | 70.8%+17.5pp | 75.7%+12.6pp | 67.9%+20.4pp |
| Annual return | -12.72% | -13.81%+1.1pp | -12.16%-0.6pp | -7.84%-4.9pp |
| Employer contribution / active EE | $3,869 | $2,193+76.4% | $2,921+32.5% | $2,596+49.0% |
| Participant deferral / active EE | $10,619 | $3,627+192.8% | $4,564+132.7% | $4,027+163.7% |
| Admin fee / account holder | $8,065 | $5,896+36.8% | $8,445-4.5% | $5,403+49.3% |