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 | $104,079 | $64,707+60.8% | $112,228-7.3% | $68,494+52.0% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -16.51% | -11.40%-5.1pp | 27.45%-44.0pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,666 | $2,746-39.3% | $3,635-54.2% | $2,596-35.8% |
| Participant deferral / active EE | $4,398 | $3,565+23.4% | $4,728-7.0% | $4,027+9.2% |
| Admin fee / account holder | $46,606 | $5,232+790.8% | $6,410+627.1% | $5,403+762.6% |