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 | $125,410 | $110,094+13.9% | $151,611-17.3% | $68,494+83.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -11.32% | -10.12%-1.2pp | 3.33%-14.7pp | -7.84%-3.5pp |
| Employer contribution / active EE | $9,962 | $4,471+122.8% | $6,166+61.6% | $2,596+283.7% |
| Participant deferral / active EE | $10,522 | $6,527+61.2% | $8,363+25.8% | $4,027+161.3% |
| Admin fee / account holder | $72,464 | $7,719+838.8% | $11,616+523.8% | $5,403+1241.2% |