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 | $136,128 | $64,707+110.4% | $112,228+21.3% | $68,494+98.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -17.89% | -11.40%-6.5pp | 27.45%-45.3pp | -7.84%-10.0pp |
| Employer contribution / active EE | $2,708 | $2,746-1.4% | $3,635-25.5% | $2,596+4.3% |
| Participant deferral / active EE | $7,275 | $3,565+104.1% | $4,728+53.9% | $4,027+80.6% |
| Admin fee / account holder | $18,601 | $5,232+255.5% | $6,410+190.2% | $5,403+244.3% |