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 | $131,055 | $64,707+102.5% | $112,228+16.8% | $68,494+91.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -17.77% | -11.40%-6.4pp | 27.45%-45.2pp | -7.84%-9.9pp |
| Employer contribution / active EE | $4,992 | $2,746+81.8% | $3,635+37.3% | $2,596+92.3% |
| Participant deferral / active EE | $9,508 | $3,565+166.7% | $4,728+101.1% | $4,027+136.1% |
| Admin fee / account holder | $2,285 | $5,232-56.3% | $6,410-64.4% | $5,403-57.7% |