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 | $85,971 | $46,674+84.2% | $117,472-26.8% | $68,494+25.5% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -13.12% | -14.52%+1.4pp | 29.74%-42.9pp | -7.84%-5.3pp |
| Employer contribution / active EE | $1,836 | $1,505+22.0% | $4,176-56.0% | $2,596-29.3% |
| Participant deferral / active EE | $2,371 | $2,636-10.0% | $4,070-41.7% | $4,027-41.1% |
| Admin fee / account holder | $5,411 | $4,020+34.6% | $5,645-4.1% | $5,403+0.2% |