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 | $54,159 | $110,094-50.8% | $151,611-64.3% | $68,494-20.9% |
| Participation rate | 98.9% | 84.0%+14.9pp | 87.5%+11.4pp | 67.9%+31.0pp |
| Annual return | -15.34% | -10.12%-5.2pp | 3.33%-18.7pp | -7.84%-7.5pp |
| Employer contribution / active EE | $9,234 | $4,471+106.6% | $6,166+49.8% | $2,596+255.7% |
| Participant deferral / active EE | $0 | $6,527-100.0% | $8,363-100.0% | $4,027-100.0% |
| Admin fee / account holder | $783 | $7,719-89.9% | $11,616-93.3% | $5,403-85.5% |