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 | $101,565 | $45,863+121.5% | $77,024+31.9% | $68,494+48.3% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -14.26% | 1.72%-16.0pp | 42.32%-56.6pp | -7.84%-6.4pp |
| Employer contribution / active EE | $3,701 | $1,650+124.4% | $2,812+31.6% | $2,596+42.6% |
| Participant deferral / active EE | $10,803 | $2,962+264.7% | $4,426+144.0% | $4,027+168.2% |
| Admin fee / account holder | $652 | $3,041-78.6% | $5,425-88.0% | $5,403-87.9% |