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 | $121,618 | $175,600-30.7% | $129,110-5.8% | $134,475-9.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -19.34% | -11.39%-8.0pp | -10.94%-8.4pp | 417.96%-437.3pp |
| Employer contribution / active EE | $8,721 | $6,355+37.2% | $5,052+72.6% | $4,740+84.0% |
| Participant deferral / active EE | $8,830 | $7,975+10.7% | $6,542+35.0% | $6,400+38.0% |
| Admin fee / account holder | $8,325 | $23,567-64.7% | $14,302-41.8% | $11,426-27.1% |