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 | $91,130 | $42,894+112.5% | $60,874+49.7% | $68,494+33.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -14.34% | -13.98%-0.4pp | 16.90%-31.2pp | -7.84%-6.5pp |
| Employer contribution / active EE | $2,097 | $1,978+6.0% | $2,701-22.4% | $2,596-19.2% |
| Participant deferral / active EE | $5,396 | $2,867+88.2% | $3,817+41.4% | $4,027+34.0% |
| Admin fee / account holder | $10,773 | $3,101+247.4% | $3,224+234.1% | $5,403+99.4% |