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 | $121,783 | $81,900+48.7% | $119,609+1.8% | $68,494+77.8% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -17.22% | -23.82%+6.6pp | -14.97%-2.2pp | -7.84%-9.4pp |
| Employer contribution / active EE | $7,537 | $2,693+179.8% | $4,232+78.1% | $2,596+190.3% |
| Participant deferral / active EE | $6,972 | $4,148+68.1% | $5,602+24.5% | $4,027+73.1% |
| Admin fee / account holder | $22,422 | $6,582+240.7% | $10,323+117.2% | $5,403+315.0% |