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 | $91,748 | $110,094-16.7% | $151,611-39.5% | $68,494+34.0% |
| Participation rate | 96.9% | 84.0%+12.9pp | 87.5%+9.4pp | 67.9%+29.0pp |
| Annual return | 9.35% | -10.12%+19.5pp | 3.33%+6.0pp | -7.84%+17.2pp |
| Employer contribution / active EE | $11,982 | $4,471+168.0% | $6,166+94.3% | $2,596+361.5% |
| Participant deferral / active EE | $0 | $6,527-100.0% | $8,363-100.0% | $4,027-100.0% |
| Admin fee / account holder | $4,954 | $7,719-35.8% | $11,616-57.4% | $5,403-8.3% |