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 | $109,533 | $73,004+50.0% | $90,749+20.7% | $68,494+59.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -9.34% | -13.81%+4.5pp | -12.16%+2.8pp | -7.84%-1.5pp |
| Employer contribution / active EE | $2,971 | $2,193+35.5% | $2,921+1.7% | $2,596+14.4% |
| Participant deferral / active EE | $6,258 | $3,627+72.6% | $4,564+37.1% | $4,027+55.4% |
| Admin fee / account holder | $2,634 | $5,896-55.3% | $8,445-68.8% | $5,403-51.3% |