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 | $136,670 | $81,900+66.9% | $119,609+14.3% | $68,494+99.5% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -11.58% | -23.82%+12.2pp | -14.97%+3.4pp | -7.84%-3.7pp |
| Employer contribution / active EE | $3,842 | $2,693+42.6% | $4,232-9.2% | $2,596+48.0% |
| Participant deferral / active EE | $4,982 | $4,148+20.1% | $5,602-11.1% | $4,027+23.7% |
| Admin fee / account holder | $3,925 | $6,582-40.4% | $10,323-62.0% | $5,403-27.4% |