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 | $122,779 | $64,707+89.7% | $112,228+9.4% | $68,494+79.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -16.97% | -11.40%-5.6pp | 27.45%-44.4pp | -7.84%-9.1pp |
| Employer contribution / active EE | $3,684 | $2,746+34.2% | $3,635+1.4% | $2,596+41.9% |
| Participant deferral / active EE | $9,838 | $3,565+176.0% | $4,728+108.1% | $4,027+144.3% |
| Admin fee / account holder | $810 | $5,232-84.5% | $6,410-87.4% | $5,403-85.0% |