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 | $84,915 | $48,265+75.9% | $68,791+23.4% | $68,494+24.0% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -14.27% | -12.71%-1.6pp | -6.38%-7.9pp | -7.84%-6.4pp |
| Employer contribution / active EE | $3,451 | $1,829+88.7% | $2,655+30.0% | $2,596+32.9% |
| Participant deferral / active EE | $1,513 | $2,867-47.2% | $3,941-61.6% | $4,027-62.4% |
| Admin fee / account holder | $2,487 | $4,355-42.9% | $4,932-49.6% | $5,403-54.0% |