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 | $128,709 | $73,004+76.3% | $90,749+41.8% | $68,494+87.9% |
| Participation rate | 90.9% | 70.8%+20.1pp | 75.7%+15.2pp | 67.9%+23.0pp |
| Annual return | -18.46% | -13.81%-4.6pp | -12.16%-6.3pp | -7.84%-10.6pp |
| Employer contribution / active EE | $4,757 | $2,193+117.0% | $2,921+62.9% | $2,596+83.2% |
| Participant deferral / active EE | $4,098 | $3,627+13.0% | $4,564-10.2% | $4,027+1.8% |
| Admin fee / account holder | $39,860 | $5,896+576.1% | $8,445+372.0% | $5,403+637.8% |