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 | $105,115 | $73,004+44.0% | $90,749+15.8% | $68,494+53.5% |
| Participation rate | 82.5% | 70.8%+11.6pp | 75.7%+6.8pp | 67.9%+14.6pp |
| Annual return | -15.14% | -13.81%-1.3pp | -12.16%-3.0pp | -7.84%-7.3pp |
| Employer contribution / active EE | $4,742 | $2,193+116.2% | $2,921+62.3% | $2,596+82.6% |
| Participant deferral / active EE | $8,487 | $3,627+134.0% | $4,564+86.0% | $4,027+110.7% |
| Admin fee / account holder | $7,548 | $5,896+28.0% | $8,445-10.6% | $5,403+39.7% |