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 | $110,349 | $64,707+70.5% | $112,228-1.7% | $68,494+61.1% |
| Participation rate | 97.7% | 67.2%+30.6pp | 75.1%+22.7pp | 67.9%+29.8pp |
| Annual return | -3.25% | -11.40%+8.2pp | 27.45%-30.7pp | -7.84%+4.6pp |
| Employer contribution / active EE | $8,864 | $2,746+222.8% | $3,635+143.9% | $2,596+241.4% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $6,798 | $5,232+29.9% | $6,410+6.1% | $5,403+25.8% |