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 | $104,962 | $48,265+117.5% | $68,791+52.6% | $68,494+53.2% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -14.08% | -12.71%-1.4pp | -6.38%-7.7pp | -7.84%-6.2pp |
| Employer contribution / active EE | $4,740 | $1,829+159.2% | $2,655+78.5% | $2,596+82.6% |
| Participant deferral / active EE | $4,707 | $2,867+64.2% | $3,941+19.4% | $4,027+16.9% |
| Admin fee / account holder | $3,113 | $4,355-28.5% | $4,932-36.9% | $5,403-42.4% |