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 | $126,756 | $72,404+75.1% | $110,238+15.0% | $64,186+97.5% |
| Participation rate | 87.8% | 73.3%+14.5pp | 79.8%+8.0pp | 69.6%+18.2pp |
| Annual return | -4.76% | -6.29%+1.5pp | 314.74%-319.5pp | 7.63%-12.4pp |
| Employer contribution / active EE | $2,243 | $2,282-1.7% | $3,826-41.4% | $2,381-5.8% |
| Participant deferral / active EE | $7,792 | $3,469+124.6% | $4,672+66.8% | $3,470+124.6% |
| Admin fee / account holder | $37,449 | $5,664+561.1% | $8,547+338.1% | $4,888+666.1% |