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 | $83,731 | $42,894+95.2% | $60,874+37.5% | $68,494+22.2% |
| Participation rate | 97.6% | 66.8%+30.8pp | 73.1%+24.5pp | 67.9%+29.7pp |
| Annual return | -16.70% | -13.98%-2.7pp | 16.90%-33.6pp | -7.84%-8.9pp |
| Employer contribution / active EE | $9,346 | $1,978+372.5% | $2,701+245.9% | $2,596+260.0% |
| Participant deferral / active EE | $8,260 | $2,867+188.1% | $3,817+116.4% | $4,027+105.1% |
| Admin fee / account holder | $8,804 | $3,101+183.9% | $3,224+173.1% | $5,403+63.0% |