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 | $124,312 | $59,805+107.9% | $79,550+56.3% | $68,494+81.5% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -16.30% | -12.30%-4.0pp | 0.16%-16.5pp | -7.84%-8.5pp |
| Employer contribution / active EE | $4,101 | $1,505+172.5% | $2,413+70.0% | $2,596+58.0% |
| Participant deferral / active EE | $3,379 | $3,024+11.7% | $3,985-15.2% | $4,027-16.1% |
| Admin fee / account holder | $1,929 | $4,835-60.1% | $6,832-71.8% | $5,403-64.3% |