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 | $80,619 | $64,707+24.6% | $112,228-28.2% | $68,494+17.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -15.23% | -11.40%-3.8pp | 27.45%-42.7pp | -7.84%-7.4pp |
| Employer contribution / active EE | $4,248 | $2,746+54.7% | $3,635+16.9% | $2,596+63.6% |
| Participant deferral / active EE | $9,113 | $3,565+155.6% | $4,728+92.7% | $4,027+126.3% |
| Admin fee / account holder | $5,784 | $5,232+10.6% | $6,410-9.8% | $5,403+7.1% |