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 | $127,515 | $81,900+55.7% | $119,609+6.6% | $68,494+86.2% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -10.50% | -23.82%+13.3pp | -14.97%+4.5pp | -7.84%-2.7pp |
| Employer contribution / active EE | $3,050 | $2,693+13.2% | $4,232-27.9% | $2,596+17.5% |
| Participant deferral / active EE | $3,101 | $4,148-25.2% | $5,602-44.7% | $4,027-23.0% |
| Admin fee / account holder | $3,246 | $6,582-50.7% | $10,323-68.6% | $5,403-39.9% |