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 | $126,917 | $73,867+71.8% | $143,757-11.7% | $68,494+85.3% |
| Participation rate | 97.6% | 66.7%+31.0pp | 80.3%+17.3pp | 67.9%+29.7pp |
| Annual return | -16.03% | 1.01%-17.0pp | -0.04%-16.0pp | -7.84%-8.2pp |
| Employer contribution / active EE | $5,894 | $3,184+85.1% | $4,951+19.0% | $2,596+127.0% |
| Participant deferral / active EE | $4,923 | $3,384+45.5% | $5,637-12.7% | $4,027+22.3% |
| Admin fee / account holder | $1,325 | $5,755-77.0% | $14,673-91.0% | $5,403-75.5% |