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 | $97,926 | $53,162+84.2% | $91,220+7.4% | $68,494+43.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 73.2%+26.8pp | 67.9%+32.1pp |
| Annual return | -16.26% | -3.14%-13.1pp | 114.01%-130.3pp | -7.84%-8.4pp |
| Employer contribution / active EE | $3,566 | $1,709+108.6% | $2,850+25.1% | $2,596+37.3% |
| Participant deferral / active EE | $3,621 | $2,974+21.8% | $4,234-14.5% | $4,027-10.1% |
| Admin fee / account holder | $1,804 | $4,493-59.8% | $5,420-66.7% | $5,403-66.6% |