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 | $118,161 | $64,707+82.6% | $112,228+5.3% | $68,494+72.5% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -9.69% | -11.40%+1.7pp | 27.45%-37.1pp | -7.84%-1.8pp |
| Employer contribution / active EE | $13,961 | $2,746+408.4% | $3,635+284.1% | $2,596+437.7% |
| Participant deferral / active EE | $5,007 | $3,565+40.5% | $4,728+5.9% | $4,027+24.3% |
| Admin fee / account holder | $5,100 | $5,232-2.5% | $6,410-20.4% | $5,403-5.6% |