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 | $84,231 | $54,229+55.3% | $70,092+20.2% | $68,494+23.0% |
| Participation rate | 96.4% | 64.5%+31.9pp | 70.5%+26.0pp | 67.9%+28.5pp |
| Annual return | -14.53% | -13.87%-0.7pp | 190.73%-205.3pp | -7.84%-6.7pp |
| Employer contribution / active EE | $5,092 | $2,018+152.3% | $2,559+99.0% | $2,596+96.1% |
| Participant deferral / active EE | $7,801 | $2,956+163.9% | $3,849+102.7% | $4,027+93.7% |
| Admin fee / account holder | $13,986 | $4,694+197.9% | $6,267+123.2% | $5,403+158.9% |