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 | $123,793 | $56,357+119.7% | $104,294+18.7% | $68,494+80.7% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | -13.53% | -9.19%-4.3pp | 24.61%-38.1pp | -7.84%-5.7pp |
| Employer contribution / active EE | $4,271 | $1,960+117.9% | $3,372+26.7% | $2,596+64.5% |
| Participant deferral / active EE | $5,311 | $3,077+72.6% | $4,625+14.8% | $4,027+31.9% |
| Admin fee / account holder | $31,114 | $4,903+534.6% | $7,339+323.9% | $5,403+475.9% |