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 9-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 | $82,499 | $64,707+27.5% | $112,228-26.5% | $68,494+20.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -18.30% | -11.40%-6.9pp | 27.45%-45.7pp | -7.84%-10.5pp |
| Employer contribution / active EE | $2,559 | $2,746-6.8% | $3,635-29.6% | $2,596-1.4% |
| Participant deferral / active EE | $6,833 | $3,565+91.7% | $4,728+44.5% | $4,027+69.7% |
| Admin fee / account holder | $7,832 | $5,232+49.7% | $6,410+22.2% | $5,403+45.0% |