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 | $85,482 | $81,900+4.4% | $119,609-28.5% | $68,494+24.8% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -14.87% | -23.82%+8.9pp | -14.97%+0.1pp | -7.84%-7.0pp |
| Employer contribution / active EE | $6,541 | $2,693+142.8% | $4,232+54.6% | $2,596+151.9% |
| Participant deferral / active EE | $3,184 | $4,148-23.2% | $5,602-43.2% | $4,027-20.9% |
| Admin fee / account holder | $8,615 | $6,582+30.9% | $10,323-16.6% | $5,403+59.4% |