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 | $114,949 | $42,894+168.0% | $60,874+88.8% | $68,494+67.8% |
| Participation rate | 86.2% | 66.8%+19.4pp | 73.1%+13.1pp | 67.9%+18.3pp |
| Annual return | -10.32% | -13.98%+3.7pp | 16.90%-27.2pp | -7.84%-2.5pp |
| Employer contribution / active EE | $12,965 | $1,978+555.4% | $2,701+379.9% | $2,596+399.3% |
| Participant deferral / active EE | $5,798 | $2,867+102.2% | $3,817+51.9% | $4,027+44.0% |
| Admin fee / account holder | $29,928 | $3,101+865.2% | $3,224+828.2% | $5,403+453.9% |