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 | $111,697 | $76,912+45.2% | $129,110-13.5% | $68,494+63.1% |
| Participation rate | 100.0% | 69.1%+30.9pp | 77.3%+22.7pp | 67.9%+32.1pp |
| Annual return | 4.92% | -9.78%+14.7pp | -10.94%+15.9pp | -7.84%+12.8pp |
| Employer contribution / active EE | $4,380 | $3,243+35.1% | $5,052-13.3% | $2,596+68.7% |
| Participant deferral / active EE | $0 | $4,732-100.0% | $6,542-100.0% | $4,027-100.0% |
| Admin fee / account holder | $22,943 | $6,638+245.6% | $14,302+60.4% | $5,403+324.7% |