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 | $84,621 | $64,707+30.8% | $112,228-24.6% | $68,494+23.5% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -18.63% | -11.40%-7.2pp | 27.45%-46.1pp | -7.84%-10.8pp |
| Employer contribution / active EE | $4,220 | $2,746+53.7% | $3,635+16.1% | $2,596+62.5% |
| Participant deferral / active EE | $2,072 | $3,565-41.9% | $4,728-56.2% | $4,027-48.6% |
| Admin fee / account holder | $8,124 | $5,232+55.3% | $6,410+26.7% | $5,403+50.4% |