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 | $76,883 | $64,707+18.8% | $112,228-31.5% | $68,494+12.2% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -13.45% | -11.40%-2.0pp | 27.45%-40.9pp | -7.84%-5.6pp |
| Employer contribution / active EE | $4,118 | $2,746+50.0% | $3,635+13.3% | $2,596+58.6% |
| Participant deferral / active EE | $3,160 | $3,565-11.4% | $4,728-33.2% | $4,027-21.5% |
| Admin fee / account holder | $7,110 | $5,232+35.9% | $6,410+10.9% | $5,403+31.6% |