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 | $110,964 | $81,900+35.5% | $119,609-7.2% | $68,494+62.0% |
| Participation rate | 98.5% | 71.9%+26.6pp | 79.3%+19.3pp | 67.9%+30.6pp |
| Annual return | -16.97% | -23.82%+6.8pp | -14.97%-2.0pp | -7.84%-9.1pp |
| Employer contribution / active EE | $3,127 | $2,693+16.1% | $4,232-26.1% | $2,596+20.5% |
| Participant deferral / active EE | $8,341 | $4,148+101.1% | $5,602+48.9% | $4,027+107.1% |
| Admin fee / account holder | $5,211 | $6,582-20.8% | $10,323-49.5% | $5,403-3.5% |