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 | $88,507 | $110,094-19.6% | $151,611-41.6% | $68,494+29.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -12.28% | -10.12%-2.2pp | 3.33%-15.6pp | -7.84%-4.4pp |
| Employer contribution / active EE | $10,303 | $4,471+130.5% | $6,166+67.1% | $2,596+296.8% |
| Participant deferral / active EE | $4,800 | $6,527-26.5% | $8,363-42.6% | $4,027+19.2% |
| Admin fee / account holder | $15,345 | $7,719+98.8% | $11,616+32.1% | $5,403+184.0% |