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 | $109,813 | $95,862+14.6% | $79,550+38.0% | $134,475-18.3% |
| Participation rate | 92.9% | 75.0%+17.8pp | 69.5%+23.4pp | 81.2%+11.6pp |
| Annual return | -14.40% | -2.69%-11.7pp | 0.16%-14.6pp | 417.96%-432.4pp |
| Employer contribution / active EE | $10,979 | $3,128+251.0% | $2,413+355.0% | $4,740+131.6% |
| Participant deferral / active EE | $1,732 | $4,693-63.1% | $3,985-56.5% | $6,400-72.9% |
| Admin fee / account holder | $6,787 | $9,126-25.6% | $6,832-0.7% | $11,426-40.6% |