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 | $141,474 | $64,707+118.6% | $112,228+26.1% | $68,494+106.5% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -15.97% | -11.40%-4.6pp | 27.45%-43.4pp | -7.84%-8.1pp |
| Employer contribution / active EE | $3,949 | $2,746+43.8% | $3,635+8.6% | $2,596+52.1% |
| Participant deferral / active EE | $7,625 | $3,565+113.9% | $4,728+61.3% | $4,027+89.3% |
| Admin fee / account holder | $6,128 | $5,232+17.1% | $6,410-4.4% | $5,403+13.4% |