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 | $80,994 | $93,024-12.9% | $77,024+5.2% | $134,475-39.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -17.60% | 62.60%-80.2pp | 42.32%-59.9pp | 417.96%-435.6pp |
| Employer contribution / active EE | $4,353 | $3,418+27.4% | $2,812+54.8% | $4,740-8.2% |
| Participant deferral / active EE | $4,459 | $5,238-14.9% | $4,426+0.7% | $6,400-30.3% |
| Admin fee / account holder | $2,898 | $6,944-58.3% | $5,425-46.6% | $11,426-74.6% |