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 | $99,961 | $42,894+133.0% | $60,874+64.2% | $68,494+45.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -14.15% | -13.98%-0.2pp | 16.90%-31.0pp | -7.84%-6.3pp |
| Employer contribution / active EE | $10,690 | $1,978+440.4% | $2,701+295.7% | $2,596+311.7% |
| Participant deferral / active EE | $9,892 | $2,867+245.1% | $3,817+159.2% | $4,027+145.6% |
| Admin fee / account holder | $2,140 | $3,101-31.0% | $3,224-33.6% | $5,403-60.4% |