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 | $84,686 | $71,883+17.8% | $86,677-2.3% | $68,494+23.6% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -17.57% | 3.52%-21.1pp | 35.91%-53.5pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,073 | $2,173-50.6% | $2,836-62.2% | $2,596-58.7% |
| Participant deferral / active EE | $3,521 | $3,779-6.8% | $4,656-24.4% | $4,027-12.6% |
| Admin fee / account holder | $9,341 | $6,112+52.8% | $7,493+24.7% | $5,403+72.9% |