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 6-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 | $100,301 | $64,707+55.0% | $112,228-10.6% | $68,494+46.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -16.57% | -11.40%-5.2pp | 27.45%-44.0pp | -7.84%-8.7pp |
| Employer contribution / active EE | $3,723 | $2,746+35.6% | $3,635+2.4% | $2,596+43.4% |
| Participant deferral / active EE | $8,092 | $3,565+127.0% | $4,728+71.2% | $4,027+100.9% |
| Admin fee / account holder | $53,668 | $5,232+925.7% | $6,410+737.2% | $5,403+893.3% |