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 | $72,725 | $71,883+1.2% | $86,677-16.1% | $68,494+6.2% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -18.31% | 3.52%-21.8pp | 35.91%-54.2pp | -7.84%-10.5pp |
| Employer contribution / active EE | $3,057 | $2,173+40.7% | $2,836+7.8% | $2,596+17.7% |
| Participant deferral / active EE | $6,777 | $3,779+79.4% | $4,656+45.6% | $4,027+68.3% |
| Admin fee / account holder | $5,866 | $6,112-4.0% | $7,493-21.7% | $5,403+8.6% |