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 | $84,916 | $54,350+56.2% | $82,719+2.7% | $68,494+24.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -15.85% | -13.67%-2.2pp | 701.18%-717.0pp | -7.84%-8.0pp |
| Employer contribution / active EE | $4,215 | $2,218+90.0% | $3,009+40.1% | $2,596+62.3% |
| Participant deferral / active EE | $4,982 | $3,246+53.5% | $4,395+13.4% | $4,027+23.7% |
| Admin fee / account holder | $602 | $4,395-86.3% | $5,329-88.7% | $5,403-88.9% |