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 | $97,048 | $99,032-2.0% | $80,019+21.3% | $135,375-28.3% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -0.18% | 15.39%-15.6pp | 11.22%-11.4pp | 519.73%-519.9pp |
| Employer contribution / active EE | $1,548 | $3,043-49.1% | $2,468-37.3% | $4,779-67.6% |
| Participant deferral / active EE | $4,694 | $4,282+9.6% | $3,686+27.4% | $5,609-16.3% |
| Admin fee / account holder | $1,918 | $10,436-81.6% | $6,521-70.6% | $10,827-82.3% |