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 | $81,898 | $42,894+90.9% | $60,874+34.5% | $68,494+19.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -15.33% | -13.98%-1.3pp | 16.90%-32.2pp | -7.84%-7.5pp |
| Employer contribution / active EE | $6,941 | $1,978+250.9% | $2,701+156.9% | $2,596+167.3% |
| Participant deferral / active EE | $10,650 | $2,867+271.5% | $3,817+179.0% | $4,027+164.5% |
| Admin fee / account holder | $7,059 | $3,101+127.7% | $3,224+118.9% | $5,403+30.7% |