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 | $103,902 | $83,427+24.5% | $115,756-10.2% | $68,494+51.7% |
| Participation rate | 87.7% | 71.9%+15.8pp | 77.1%+10.6pp | 67.9%+19.8pp |
| Annual return | -14.66% | -10.95%-3.7pp | 143.14%-157.8pp | -7.84%-6.8pp |
| Employer contribution / active EE | $1,507 | $3,075-51.0% | $3,793-60.3% | $2,596-42.0% |
| Participant deferral / active EE | $8,882 | $5,355+65.9% | $6,254+42.0% | $4,027+120.5% |
| Admin fee / account holder | $16,903 | $5,708+196.1% | $8,124+108.1% | $5,403+212.9% |