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 | $78,466 | $77,813+0.8% | $123,544-36.5% | $64,186+22.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.36% | 12.48%-18.8pp | 119.20%-125.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $4,047 | $3,014+34.3% | $4,628-12.5% | $2,381+70.0% |
| Participant deferral / active EE | $4,730 | $5,240-9.7% | $6,426-26.4% | $3,470+36.3% |
| Admin fee / account holder | $729 | $5,519-86.8% | $9,284-92.1% | $4,888-85.1% |