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 | $110,557 | $81,900+35.0% | $119,609-7.6% | $68,494+61.4% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -15.46% | -23.82%+8.4pp | -14.97%-0.5pp | -7.84%-7.6pp |
| Employer contribution / active EE | $7,404 | $2,693+174.9% | $4,232+74.9% | $2,596+185.2% |
| Participant deferral / active EE | $5,961 | $4,148+43.7% | $5,602+6.4% | $4,027+48.0% |
| Admin fee / account holder | $10,341 | $6,582+57.1% | $10,323+0.2% | $5,403+91.4% |