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 | $84,969 | $64,707+31.3% | $112,228-24.3% | $68,494+24.1% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -3.49% | -11.40%+7.9pp | 27.45%-30.9pp | -7.84%+4.4pp |
| Employer contribution / active EE | $7,273 | $2,746+164.9% | $3,635+100.1% | $2,596+180.1% |
| Participant deferral / active EE | $3,908 | $3,565+9.6% | $4,728-17.4% | $4,027-3.0% |
| Admin fee / account holder | $1,172 | $5,232-77.6% | $6,410-81.7% | $5,403-78.3% |