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 | $113,605 | $95,862+18.5% | $79,550+42.8% | $134,475-15.5% |
| Participation rate | 87.5% | 75.0%+12.5pp | 69.5%+18.0pp | 81.2%+6.3pp |
| Annual return | -17.19% | -2.69%-14.5pp | 0.16%-17.4pp | 417.96%-435.2pp |
| Employer contribution / active EE | $11,450 | $3,128+266.0% | $2,413+374.5% | $4,740+141.6% |
| Participant deferral / active EE | $6,874 | $4,693+46.5% | $3,985+72.5% | $6,400+7.4% |
| Admin fee / account holder | $751 | $9,126-91.8% | $6,832-89.0% | $11,426-93.4% |