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 | $114,737 | $95,862+19.7% | $79,550+44.2% | $134,475-14.7% |
| Participation rate | 92.3% | 75.0%+17.3pp | 69.5%+22.8pp | 81.2%+11.1pp |
| Annual return | -18.86% | -2.69%-16.2pp | 0.16%-19.0pp | 417.96%-436.8pp |
| Employer contribution / active EE | $7,898 | $3,128+152.5% | $2,413+227.3% | $4,740+66.6% |
| Participant deferral / active EE | $10,860 | $4,693+131.4% | $3,985+172.5% | $6,400+69.7% |
| Admin fee / account holder | $4,346 | $9,126-52.4% | $6,832-36.4% | $11,426-62.0% |