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 | $120,736 | $73,004+65.4% | $90,749+33.0% | $68,494+76.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -11.70% | -13.81%+2.1pp | -12.16%+0.5pp | -7.84%-3.9pp |
| Employer contribution / active EE | $6,749 | $2,193+207.8% | $2,921+131.0% | $2,596+159.9% |
| Participant deferral / active EE | $2,303 | $3,627-36.5% | $4,564-49.5% | $4,027-42.8% |
| Admin fee / account holder | $2,383 | $5,896-59.6% | $8,445-71.8% | $5,403-55.9% |