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 | $82,795 | $71,883+15.2% | $86,677-4.5% | $68,494+20.9% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -15.28% | 3.52%-18.8pp | 35.91%-51.2pp | -7.84%-7.4pp |
| Employer contribution / active EE | $855 | $2,173-60.7% | $2,836-69.9% | $2,596-67.1% |
| Participant deferral / active EE | $5,699 | $3,779+50.8% | $4,656+22.4% | $4,027+41.5% |
| Admin fee / account holder | $2,773 | $6,112-54.6% | $7,493-63.0% | $5,403-48.7% |