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 | $87,482 | $64,707+35.2% | $112,228-22.0% | $68,494+27.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -18.99% | -11.40%-7.6pp | 27.45%-46.4pp | -7.84%-11.1pp |
| Employer contribution / active EE | $4,231 | $2,746+54.1% | $3,635+16.4% | $2,596+63.0% |
| Participant deferral / active EE | $8,820 | $3,565+147.4% | $4,728+86.5% | $4,027+119.0% |
| Admin fee / account holder | $16,331 | $5,232+212.1% | $6,410+154.8% | $5,403+202.3% |