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 | $107,115 | $73,867+45.0% | $143,757-25.5% | $68,494+56.4% |
| Participation rate | 92.9% | 66.7%+26.2pp | 80.3%+12.6pp | 67.9%+25.0pp |
| Annual return | -14.73% | 1.01%-15.7pp | -0.04%-14.7pp | -7.84%-6.9pp |
| Employer contribution / active EE | $4,558 | $3,184+43.1% | $4,951-7.9% | $2,596+75.5% |
| Participant deferral / active EE | $5,420 | $3,384+60.1% | $5,637-3.9% | $4,027+34.6% |
| Admin fee / account holder | $11,678 | $5,755+102.9% | $14,673-20.4% | $5,403+116.1% |