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 | $96,694 | $42,894+125.4% | $60,874+58.8% | $68,494+41.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -6.89% | -13.98%+7.1pp | 16.90%-23.8pp | -7.84%+1.0pp |
| Employer contribution / active EE | $1,388 | $1,978-29.9% | $2,701-48.6% | $2,596-46.6% |
| Participant deferral / active EE | $2,918 | $2,867+1.8% | $3,817-23.5% | $4,027-27.5% |
| Admin fee / account holder | $13,172 | $3,101+324.8% | $3,224+308.5% | $5,403+143.8% |