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 | $98,537 | $77,813+26.6% | $123,544-20.2% | $64,186+53.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -3.93% | 12.48%-16.4pp | 119.20%-123.1pp | 7.63%-11.6pp |
| Employer contribution / active EE | $1,813 | $3,014-39.8% | $4,628-60.8% | $2,381-23.8% |
| Participant deferral / active EE | $4,180 | $5,240-20.2% | $6,426-35.0% | $3,470+20.5% |
| Admin fee / account holder | $11,328 | $5,519+105.3% | $9,284+22.0% | $4,888+131.7% |