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 | $99,012 | $92,222+7.4% | $76,768+29.0% | $135,375-26.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.62% | 5.46%-12.1pp | 2.43%-9.0pp | 519.73%-526.4pp |
| Employer contribution / active EE | $1,175 | $3,216-63.5% | $2,485-52.7% | $4,779-75.4% |
| Participant deferral / active EE | $5,014 | $4,509+11.2% | $3,852+30.2% | $5,609-10.6% |
| Admin fee / account holder | $4,423 | $10,748-58.9% | $6,675-33.7% | $10,827-59.2% |