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 | $114,016 | $56,357+102.3% | $104,294+9.3% | $68,494+66.5% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | -1.39% | -9.19%+7.8pp | 24.61%-26.0pp | -7.84%+6.5pp |
| Employer contribution / active EE | $7,490 | $1,960+282.1% | $3,372+122.2% | $2,596+188.5% |
| Participant deferral / active EE | $6,606 | $3,077+114.7% | $4,625+42.8% | $4,027+64.0% |
| Admin fee / account holder | $2,199 | $4,903-55.1% | $7,339-70.0% | $5,403-59.3% |