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 | $83,613 | $46,674+79.1% | $117,472-28.8% | $68,494+22.1% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -13.72% | -14.52%+0.8pp | 29.74%-43.5pp | -7.84%-5.9pp |
| Employer contribution / active EE | $6,623 | $1,505+340.2% | $4,176+58.6% | $2,596+155.1% |
| Participant deferral / active EE | $5,888 | $2,636+123.3% | $4,070+44.7% | $4,027+46.2% |
| Admin fee / account holder | $6,973 | $4,020+73.5% | $5,645+23.5% | $5,403+29.1% |