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 | $96,280 | $54,229+77.5% | $70,092+37.4% | $68,494+40.6% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -10.62% | -13.87%+3.2pp | 190.73%-201.4pp | -7.84%-2.8pp |
| Employer contribution / active EE | $4,176 | $2,018+106.9% | $2,559+63.2% | $2,596+60.9% |
| Participant deferral / active EE | $2,231 | $2,956-24.5% | $3,849-42.0% | $4,027-44.6% |
| Admin fee / account holder | $2,649 | $4,694-43.6% | $6,267-57.7% | $5,403-51.0% |