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 | $118,390 | $77,813+52.1% | $123,544-4.2% | $64,186+84.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -1.48% | 12.48%-14.0pp | 119.20%-120.7pp | 7.63%-9.1pp |
| Employer contribution / active EE | $946 | $3,014-68.6% | $4,628-79.6% | $2,381-60.3% |
| Participant deferral / active EE | $2,816 | $5,240-46.3% | $6,426-56.2% | $3,470-18.8% |
| Admin fee / account holder | $1,482 | $5,519-73.1% | $9,284-84.0% | $4,888-69.7% |