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 | $94,137 | $25,979+262.4% | $71,735+31.2% | $68,494+37.4% |
| Participation rate | 100.0% | 54.5%+45.5pp | 62.3%+37.7pp | 67.9%+32.1pp |
| Annual return | -9.77% | -15.10%+5.3pp | 9.14%-18.9pp | -7.84%-1.9pp |
| Employer contribution / active EE | $4,596 | $900+410.4% | $1,704+169.7% | $2,596+77.0% |
| Participant deferral / active EE | $6,710 | $1,522+340.8% | $2,658+152.5% | $4,027+66.6% |
| Admin fee / account holder | $2,184 | $2,022+8.0% | $3,974-45.0% | $5,403-59.6% |