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 | $80,325 | $64,707+24.1% | $112,228-28.4% | $68,494+17.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -14.03% | -11.40%-2.6pp | 27.45%-41.5pp | -7.84%-6.2pp |
| Employer contribution / active EE | $3,824 | $2,746+39.3% | $3,635+5.2% | $2,596+47.3% |
| Participant deferral / active EE | $5,746 | $3,565+61.2% | $4,728+21.5% | $4,027+42.7% |
| Admin fee / account holder | $12,325 | $5,232+135.6% | $6,410+92.3% | $5,403+128.1% |