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 | $94,733 | $69,010+37.3% | $159,960-40.8% | $68,494+38.3% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -14.15% | -9.65%-4.5pp | 408.60%-422.8pp | -7.84%-6.3pp |
| Employer contribution / active EE | $1,025 | $2,213-53.7% | $4,226-75.7% | $2,596-60.5% |
| Participant deferral / active EE | $7,874 | $4,212+87.0% | $6,182+27.4% | $4,027+95.5% |
| Admin fee / account holder | $1,738 | $4,798-63.8% | $8,698-80.0% | $5,403-67.8% |