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 | $98,410 | $64,707+52.1% | $112,228-12.3% | $68,494+43.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 7.13% | -11.40%+18.5pp | 27.45%-20.3pp | -7.84%+15.0pp |
| Employer contribution / active EE | $1,878 | $2,746-31.6% | $3,635-48.3% | $2,596-27.7% |
| Participant deferral / active EE | $3,268 | $3,565-8.3% | $4,728-30.9% | $4,027-18.8% |
| Admin fee / account holder | $14,238 | $5,232+172.1% | $6,410+122.1% | $5,403+163.5% |