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 | $80,871 | $73,004+10.8% | $90,749-10.9% | $68,494+18.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -15.02% | -13.81%-1.2pp | -12.16%-2.9pp | -7.84%-7.2pp |
| Employer contribution / active EE | $4,140 | $2,193+88.8% | $2,921+41.7% | $2,596+59.5% |
| Participant deferral / active EE | $14,229 | $3,627+292.3% | $4,564+211.8% | $4,027+253.3% |
| Admin fee / account holder | $869 | $5,896-85.3% | $8,445-89.7% | $5,403-83.9% |