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 | $84,935 | $42,894+98.0% | $60,874+39.5% | $68,494+24.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -15.86% | -13.98%-1.9pp | 16.90%-32.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $4,710 | $1,978+138.1% | $2,701+74.3% | $2,596+81.4% |
| Participant deferral / active EE | $6,721 | $2,867+134.5% | $3,817+76.1% | $4,027+66.9% |
| Admin fee / account holder | $1,435 | $3,101-53.7% | $3,224-55.5% | $5,403-73.4% |