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 | $78,130 | $83,427-6.3% | $115,756-32.5% | $68,494+14.1% |
| Participation rate | 100.0% | 71.9%+28.1pp | 77.1%+22.9pp | 67.9%+32.1pp |
| Annual return | 13.39% | -10.95%+24.3pp | 143.14%-129.7pp | -7.84%+21.2pp |
| Employer contribution / active EE | $3,638 | $3,075+18.3% | $3,793-4.1% | $2,596+40.1% |
| Participant deferral / active EE | $0 | $5,355-100.0% | $6,254-100.0% | $4,027-100.0% |
| Admin fee / account holder | $4,157 | $5,708-27.2% | $8,124-48.8% | $5,403-23.1% |