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 9-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 | $123,960 | $81,900+51.4% | $119,609+3.6% | $68,494+81.0% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -10.22% | -23.82%+13.6pp | -14.97%+4.7pp | -7.84%-2.4pp |
| Employer contribution / active EE | $2,096 | $2,693-22.2% | $4,232-50.5% | $2,596-19.3% |
| Participant deferral / active EE | $4,819 | $4,148+16.2% | $5,602-14.0% | $4,027+19.7% |
| Admin fee / account holder | $4,886 | $6,582-25.8% | $10,323-52.7% | $5,403-9.6% |