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 | $135,950 | $105,860+28.4% | $90,749+49.8% | $134,475+1.1% |
| Participation rate | 90.9% | 78.2%+12.7pp | 75.7%+15.2pp | 81.2%+9.7pp |
| Annual return | -17.00% | -11.01%-6.0pp | -12.16%-4.8pp | 417.96%-435.0pp |
| Employer contribution / active EE | $3,580 | $3,462+3.4% | $2,921+22.6% | $4,740-24.5% |
| Participant deferral / active EE | $7,926 | $5,216+52.0% | $4,564+73.7% | $6,400+23.9% |
| Admin fee / account holder | $29,254 | $13,938+109.9% | $8,445+246.4% | $11,426+156.0% |