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 | $92,393 | $46,674+98.0% | $117,472-21.3% | $68,494+34.9% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -6.00% | -14.52%+8.5pp | 29.74%-35.7pp | -7.84%+1.8pp |
| Employer contribution / active EE | $7,518 | $1,505+399.7% | $4,176+80.0% | $2,596+189.6% |
| Participant deferral / active EE | $4,704 | $2,636+78.4% | $4,070+15.6% | $4,027+16.8% |
| Admin fee / account holder | $17,794 | $4,020+342.7% | $5,645+215.2% | $5,403+229.4% |