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 | $78,233 | $64,707+20.9% | $112,228-30.3% | $68,494+14.2% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -14.14% | -11.40%-2.7pp | 27.45%-41.6pp | -7.84%-6.3pp |
| Employer contribution / active EE | $1,441 | $2,746-47.5% | $3,635-60.3% | $2,596-44.5% |
| Participant deferral / active EE | $3,504 | $3,565-1.7% | $4,728-25.9% | $4,027-13.0% |
| Admin fee / account holder | $1,681 | $5,232-67.9% | $6,410-73.8% | $5,403-68.9% |