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 | $101,812 | $110,094-7.5% | $151,611-32.8% | $68,494+48.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -9.56% | -10.12%+0.6pp | 3.33%-12.9pp | -7.84%-1.7pp |
| Employer contribution / active EE | $4,925 | $4,471+10.2% | $6,166-20.1% | $2,596+89.7% |
| Participant deferral / active EE | $4,917 | $6,527-24.7% | $8,363-41.2% | $4,027+22.1% |
| Admin fee / account holder | $23,655 | $7,719+206.5% | $11,616+103.6% | $5,403+337.8% |