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 | $155,945 | $50,958+206.0% | $74,550+109.2% | $64,186+143.0% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -3.67% | -1.86%-1.8pp | 32.53%-36.2pp | 7.63%-11.3pp |
| Employer contribution / active EE | $875 | $1,115-21.6% | $1,961-55.4% | $2,381-63.3% |
| Participant deferral / active EE | $3,271 | $2,301+42.1% | $3,108+5.2% | $3,470-5.7% |
| Admin fee / account holder | $19,843 | $4,223+369.9% | $5,060+292.2% | $4,888+305.9% |