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 | $104,441 | $110,094-5.1% | $151,611-31.1% | $68,494+52.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -15.50% | -10.12%-5.4pp | 3.33%-18.8pp | -7.84%-7.7pp |
| Employer contribution / active EE | $15,136 | $4,471+238.6% | $6,166+145.5% | $2,596+483.0% |
| Participant deferral / active EE | $13,929 | $6,527+113.4% | $8,363+66.5% | $4,027+245.9% |
| Admin fee / account holder | $5,992 | $7,719-22.4% | $11,616-48.4% | $5,403+10.9% |