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 | $108,893 | $105,860+2.9% | $90,749+20.0% | $134,475-19.0% |
| Participation rate | 95.5% | 78.2%+17.2pp | 75.7%+19.8pp | 81.2%+14.2pp |
| Annual return | -17.12% | -11.01%-6.1pp | -12.16%-5.0pp | 417.96%-435.1pp |
| Employer contribution / active EE | $10,917 | $3,462+215.3% | $2,921+273.7% | $4,740+130.3% |
| Participant deferral / active EE | $8,394 | $5,216+60.9% | $4,564+83.9% | $6,400+31.2% |
| Admin fee / account holder | $6,565 | $13,938-52.9% | $8,445-22.3% | $11,426-42.5% |