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 | $101,436 | $110,094-7.9% | $151,611-33.1% | $68,494+48.1% |
| Participation rate | 97.4% | 84.0%+13.4pp | 87.5%+9.9pp | 67.9%+29.5pp |
| Annual return | -16.00% | -10.12%-5.9pp | 3.33%-19.3pp | -7.84%-8.2pp |
| Employer contribution / active EE | $15,062 | $4,471+236.9% | $6,166+144.3% | $2,596+480.1% |
| Participant deferral / active EE | $15,577 | $6,527+138.7% | $8,363+86.3% | $4,027+286.8% |
| Admin fee / account holder | $11,912 | $7,719+54.3% | $11,616+2.5% | $5,403+120.5% |