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 | $100,862 | $56,357+79.0% | $104,294-3.3% | $68,494+47.3% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | -15.53% | -9.19%-6.3pp | 24.61%-40.1pp | -7.84%-7.7pp |
| Employer contribution / active EE | $5,313 | $1,960+171.0% | $3,372+57.6% | $2,596+104.6% |
| Participant deferral / active EE | $5,983 | $3,077+94.4% | $4,625+29.4% | $4,027+48.6% |
| Admin fee / account holder | $10,831 | $4,903+120.9% | $7,339+47.6% | $5,403+100.5% |