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 | $130,816 | $71,883+82.0% | $86,677+50.9% | $68,494+91.0% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -15.47% | 3.52%-19.0pp | 35.91%-51.4pp | -7.84%-7.6pp |
| Employer contribution / active EE | $4,910 | $2,173+126.0% | $2,836+73.1% | $2,596+89.1% |
| Participant deferral / active EE | $3,552 | $3,779-6.0% | $4,656-23.7% | $4,027-11.8% |
| Admin fee / account holder | $3,385 | $6,112-44.6% | $7,493-54.8% | $5,403-37.3% |