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 | $96,371 | $85,790+12.3% | $67,313+43.2% | $135,375-28.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -9.14% | -0.54%-8.6pp | -4.08%-5.1pp | 519.73%-528.9pp |
| Employer contribution / active EE | $2,446 | $3,487-29.9% | $2,566-4.7% | $4,779-48.8% |
| Participant deferral / active EE | $3,007 | $4,651-35.4% | $3,568-15.7% | $5,609-46.4% |
| Admin fee / account holder | $1,705 | $6,392-73.3% | $4,507-62.2% | $10,827-84.3% |