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 | $85,892 | $42,894+100.2% | $60,874+41.1% | $68,494+25.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -14.80% | -13.98%-0.8pp | 16.90%-31.7pp | -7.84%-7.0pp |
| Employer contribution / active EE | $5,000 | $1,978+152.8% | $2,701+85.1% | $2,596+92.6% |
| Participant deferral / active EE | $2,470 | $2,867-13.9% | $3,817-35.3% | $4,027-38.7% |
| Admin fee / account holder | $1,221 | $3,101-60.6% | $3,224-62.1% | $5,403-77.4% |