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 | $104,219 | $81,900+27.3% | $119,609-12.9% | $68,494+52.2% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -15.31% | -23.82%+8.5pp | -14.97%-0.3pp | -7.84%-7.5pp |
| Employer contribution / active EE | $6,353 | $2,693+135.9% | $4,232+50.1% | $2,596+144.7% |
| Participant deferral / active EE | $4,958 | $4,148+19.5% | $5,602-11.5% | $4,027+23.1% |
| Admin fee / account holder | $3,903 | $6,582-40.7% | $10,323-62.2% | $5,403-27.8% |