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 | $96,082 | $54,350+76.8% | $82,719+16.2% | $68,494+40.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -14.43% | -13.67%-0.8pp | 701.18%-715.6pp | -7.84%-6.6pp |
| Employer contribution / active EE | $2,982 | $2,218+34.4% | $3,009-0.9% | $2,596+14.8% |
| Participant deferral / active EE | $4,491 | $3,246+38.4% | $4,395+2.2% | $4,027+11.5% |
| Admin fee / account holder | $7,023 | $4,395+59.8% | $5,329+31.8% | $5,403+30.0% |