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 | $101,837 | $64,707+57.4% | $112,228-9.3% | $68,494+48.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -12.80% | -11.40%-1.4pp | 27.45%-40.2pp | -7.84%-5.0pp |
| Employer contribution / active EE | $3,873 | $2,746+41.0% | $3,635+6.5% | $2,596+49.2% |
| Participant deferral / active EE | $6,284 | $3,565+76.3% | $4,728+32.9% | $4,027+56.0% |
| Admin fee / account holder | $3,609 | $5,232-31.0% | $6,410-43.7% | $5,403-33.2% |