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 | $91,134 | $158,817-42.6% | $121,196-24.8% | $135,375-32.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -8.39% | -0.64%-7.8pp | 16.93%-25.3pp | 519.73%-528.1pp |
| Employer contribution / active EE | $8,226 | $5,665+45.2% | $4,022+104.5% | $4,779+72.1% |
| Participant deferral / active EE | $9,975 | $4,005+149.1% | $3,344+198.3% | $5,609+77.9% |
| Admin fee / account holder | $2,565 | $6,512-60.6% | $5,019-48.9% | $10,827-76.3% |