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 | $133,867 | $57,354+133.4% | $83,848+59.7% | $64,186+108.6% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -2.98% | 11.38%-14.4pp | 850.88%-853.9pp | 7.63%-10.6pp |
| Employer contribution / active EE | $1,899 | $2,545-25.4% | $3,631-47.7% | $2,381-20.2% |
| Participant deferral / active EE | $3,471 | $2,993+16.0% | $4,082-15.0% | $3,4700% |
| Admin fee / account holder | $2,644 | $4,046-34.7% | $5,478-51.7% | $4,888-45.9% |