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 | $118,243 | $82,664+43.0% | $125,339-5.7% | $68,494+72.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.57% | -5.97%-10.6pp | 572.05%-588.6pp | -7.84%-8.7pp |
| Employer contribution / active EE | $3,221 | $3,381-4.7% | $4,814-33.1% | $2,596+24.1% |
| Participant deferral / active EE | $8,995 | $6,110+47.2% | $7,446+20.8% | $4,027+123.4% |
| Admin fee / account holder | $3,178 | $6,275-49.4% | $10,010-68.2% | $5,403-41.2% |