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 | $63,007 | $110,094-42.8% | $151,611-58.4% | $68,494-8.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -14.47% | -10.12%-4.4pp | 3.33%-17.8pp | -7.84%-6.6pp |
| Employer contribution / active EE | $9,159 | $4,471+104.9% | $6,166+48.5% | $2,596+252.8% |
| Participant deferral / active EE | $8,939 | $6,527+37.0% | $8,363+6.9% | $4,027+122.0% |
| Admin fee / account holder | $810 | $7,719-89.5% | $11,616-93.0% | $5,403-85.0% |