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 | $118,057 | $73,004+61.7% | $90,749+30.1% | $68,494+72.4% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -10.38% | -13.81%+3.4pp | -12.16%+1.8pp | -7.84%-2.5pp |
| Employer contribution / active EE | $6,365 | $2,193+190.3% | $2,921+117.9% | $2,596+145.2% |
| Participant deferral / active EE | $7,318 | $3,627+101.8% | $4,564+60.3% | $4,027+81.7% |
| Admin fee / account holder | $2,174 | $5,896-63.1% | $8,445-74.3% | $5,403-59.8% |