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 | $102,612 | $110,094-6.8% | $151,611-32.3% | $68,494+49.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -16.27% | -10.12%-6.2pp | 3.33%-19.6pp | -7.84%-8.4pp |
| Employer contribution / active EE | $9,752 | $4,471+118.1% | $6,166+58.2% | $2,596+275.6% |
| Participant deferral / active EE | $10,213 | $6,527+56.5% | $8,363+22.1% | $4,027+153.6% |
| Admin fee / account holder | $4,617 | $7,719-40.2% | $11,616-60.3% | $5,403-14.5% |