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 | $101,243 | $73,867+37.1% | $143,757-29.6% | $68,494+47.8% |
| Participation rate | 96.7% | 66.7%+30.0pp | 80.3%+16.4pp | 67.9%+28.8pp |
| Annual return | -15.06% | 1.01%-16.1pp | -0.04%-15.0pp | -7.84%-7.2pp |
| Employer contribution / active EE | $9,198 | $3,184+188.9% | $4,951+85.8% | $2,596+254.3% |
| Participant deferral / active EE | $3,273 | $3,384-3.3% | $5,637-41.9% | $4,027-18.7% |
| Admin fee / account holder | $17,453 | $5,755+203.3% | $14,673+18.9% | $5,403+223.0% |