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 | $114,105 | $73,004+56.3% | $90,749+25.7% | $68,494+66.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -17.47% | -13.81%-3.7pp | -12.16%-5.3pp | -7.84%-9.6pp |
| Employer contribution / active EE | $989 | $2,193-54.9% | $2,921-66.1% | $2,596-61.9% |
| Participant deferral / active EE | $4,865 | $3,627+34.2% | $4,564+6.6% | $4,027+20.8% |
| Admin fee / account holder | $11,015 | $5,896+86.8% | $8,445+30.4% | $5,403+103.9% |