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 | $110,441 | $110,094+0.3% | $151,611-27.2% | $68,494+61.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -17.36% | -10.12%-7.2pp | 3.33%-20.7pp | -7.84%-9.5pp |
| Employer contribution / active EE | $9,678 | $4,471+116.5% | $6,166+57.0% | $2,596+272.8% |
| Participant deferral / active EE | $8,258 | $6,527+26.5% | $8,363-1.3% | $4,027+105.0% |
| Admin fee / account holder | $6,339 | $7,719-17.9% | $11,616-45.4% | $5,403+17.3% |