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 | $102,348 | $81,900+25.0% | $119,609-14.4% | $68,494+49.4% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -14.12% | -23.82%+9.7pp | -14.97%+0.8pp | -7.84%-6.3pp |
| Employer contribution / active EE | $3,919 | $2,693+45.5% | $4,232-7.4% | $2,596+50.9% |
| Participant deferral / active EE | $4,284 | $4,148+3.3% | $5,602-23.5% | $4,027+6.4% |
| Admin fee / account holder | $12,568 | $6,582+91.0% | $10,323+21.7% | $5,403+132.6% |