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 | $83,366 | $64,707+28.8% | $112,228-25.7% | $68,494+21.7% |
| Participation rate | 88.6% | 67.2%+21.4pp | 75.1%+13.5pp | 67.9%+20.7pp |
| Annual return | -19.15% | -11.40%-7.7pp | 27.45%-46.6pp | -7.84%-11.3pp |
| Employer contribution / active EE | $5,535 | $2,746+101.6% | $3,635+52.3% | $2,596+113.2% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $10,096 | $5,232+93.0% | $6,410+57.5% | $5,403+86.9% |