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 | $98,660 | $56,357+75.1% | $104,294-5.4% | $68,494+44.0% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | -10.04% | -9.19%-0.9pp | 24.61%-34.6pp | -7.84%-2.2pp |
| Employer contribution / active EE | $5,056 | $1,960+157.9% | $3,372+49.9% | $2,596+94.7% |
| Participant deferral / active EE | $2,970 | $3,077-3.5% | $4,625-35.8% | $4,027-26.2% |
| Admin fee / account holder | $7,589 | $4,903+54.8% | $7,339+3.4% | $5,403+40.5% |