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 | $119,177 | $73,867+61.3% | $143,757-17.1% | $68,494+74.0% |
| Participation rate | 80.0% | 66.7%+13.3pp | 80.3%-0.3pp | 67.9%+12.1pp |
| Annual return | -11.43% | 1.01%-12.4pp | -0.04%-11.4pp | -7.84%-3.6pp |
| Employer contribution / active EE | $8,409 | $3,184+164.1% | $4,951+69.8% | $2,596+223.9% |
| Participant deferral / active EE | $5,770 | $3,384+70.5% | $5,637+2.4% | $4,027+43.3% |
| Admin fee / account holder | $15,902 | $5,755+176.3% | $14,673+8.4% | $5,403+194.3% |