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 | $71,246 | $71,883-0.9% | $86,677-17.8% | $68,494+4.0% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -17.27% | 3.52%-20.8pp | 35.91%-53.2pp | -7.84%-9.4pp |
| Employer contribution / active EE | $4,321 | $2,173+98.9% | $2,836+52.4% | $2,596+66.4% |
| Participant deferral / active EE | $6,088 | $3,779+61.1% | $4,656+30.8% | $4,027+51.2% |
| Admin fee / account holder | $27,505 | $6,112+350.0% | $7,493+267.1% | $5,403+409.1% |