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 | $118,389 | $76,912+53.9% | $129,110-8.3% | $68,494+72.8% |
| Participation rate | 100.0% | 69.1%+30.9pp | 77.3%+22.7pp | 67.9%+32.1pp |
| Annual return | -13.74% | -9.78%-4.0pp | -10.94%-2.8pp | -7.84%-5.9pp |
| Employer contribution / active EE | $6,208 | $3,243+91.5% | $5,052+22.9% | $2,596+139.1% |
| Participant deferral / active EE | $8,709 | $4,732+84.0% | $6,542+33.1% | $4,027+116.3% |
| Admin fee / account holder | $27,619 | $6,638+316.1% | $14,302+93.1% | $5,403+411.2% |