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 | $97,525 | $64,707+50.7% | $112,228-13.1% | $68,494+42.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -17.59% | -11.40%-6.2pp | 27.45%-45.0pp | -7.84%-9.7pp |
| Employer contribution / active EE | $6,758 | $2,746+146.1% | $3,635+85.9% | $2,596+160.3% |
| Participant deferral / active EE | $8,684 | $3,565+143.6% | $4,728+83.7% | $4,027+115.6% |
| Admin fee / account holder | $3,339 | $5,232-36.2% | $6,410-47.9% | $5,403-38.2% |