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 | $69,905 | $45,863+52.4% | $77,024-9.2% | $68,494+2.1% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -16.62% | 1.72%-18.3pp | 42.32%-58.9pp | -7.84%-8.8pp |
| Employer contribution / active EE | $2,308 | $1,650+39.9% | $2,812-17.9% | $2,596-11.1% |
| Participant deferral / active EE | $4,869 | $2,962+64.4% | $4,426+10.0% | $4,027+20.9% |
| Admin fee / account holder | $8,096 | $3,041+166.3% | $5,425+49.2% | $5,403+49.9% |