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 | $97,670 | $79,633+22.7% | $93,789+4.1% | $68,494+42.6% |
| Participation rate | 98.2% | 75.4%+22.8pp | 81.0%+17.3pp | 67.9%+30.3pp |
| Annual return | -16.31% | -0.10%-16.2pp | -11.33%-5.0pp | -7.84%-8.5pp |
| Employer contribution / active EE | $6,970 | $3,665+90.2% | $4,323+61.2% | $2,596+168.5% |
| Participant deferral / active EE | $3,537 | $5,158-31.4% | $6,094-42.0% | $4,027-12.2% |
| Admin fee / account holder | $16,501 | $6,871+140.1% | $7,195+129.3% | $5,403+205.4% |