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 | $72,813 | $56,357+29.2% | $104,294-30.2% | $68,494+6.3% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | -17.18% | -9.19%-8.0pp | 24.61%-41.8pp | -7.84%-9.3pp |
| Employer contribution / active EE | $2,490 | $1,960+27.0% | $3,372-26.2% | $2,596-4.1% |
| Participant deferral / active EE | $4,627 | $3,077+50.4% | $4,6250% | $4,027+14.9% |
| Admin fee / account holder | $2,358 | $4,903-51.9% | $7,339-67.9% | $5,403-56.4% |