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 | $95,702 | $42,894+123.1% | $60,874+57.2% | $68,494+39.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -12.49% | -13.98%+1.5pp | 16.90%-29.4pp | -7.84%-4.6pp |
| Employer contribution / active EE | $1,770 | $1,978-10.5% | $2,701-34.5% | $2,596-31.8% |
| Participant deferral / active EE | $2,304 | $2,867-19.6% | $3,817-39.6% | $4,027-42.8% |
| Admin fee / account holder | $6,257 | $3,101+101.8% | $3,224+94.1% | $5,403+15.8% |