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 | $125,280 | $64,707+93.6% | $112,228+11.6% | $68,494+82.9% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 1.50% | -11.40%+12.9pp | 27.45%-26.0pp | -7.84%+9.3pp |
| Employer contribution / active EE | $4,504 | $2,746+64.0% | $3,635+23.9% | $2,596+73.5% |
| Participant deferral / active EE | $3,319 | $3,565-6.9% | $4,728-29.8% | $4,027-17.6% |
| Admin fee / account holder | $1,999 | $5,232-61.8% | $6,410-68.8% | $5,403-63.0% |