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 | $103,451 | $76,912+34.5% | $129,110-19.9% | $68,494+51.0% |
| Participation rate | 100.0% | 69.1%+30.9pp | 77.3%+22.7pp | 67.9%+32.1pp |
| Annual return | -15.28% | -9.78%-5.5pp | -10.94%-4.3pp | -7.84%-7.4pp |
| Employer contribution / active EE | $6,653 | $3,243+105.2% | $5,052+31.7% | $2,596+156.2% |
| Participant deferral / active EE | $3,468 | $4,732-26.7% | $6,542-47.0% | $4,027-13.9% |
| Admin fee / account holder | $9,164 | $6,638+38.1% | $14,302-35.9% | $5,403+69.6% |