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 | $89,228 | $46,674+91.2% | $117,472-24.0% | $68,494+30.3% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -9.09% | -14.52%+5.4pp | 29.74%-38.8pp | -7.84%-1.2pp |
| Employer contribution / active EE | $1,752 | $1,505+16.5% | $4,176-58.0% | $2,596-32.5% |
| Participant deferral / active EE | $4,972 | $2,636+88.6% | $4,070+22.2% | $4,027+23.5% |
| Admin fee / account holder | $4,258 | $4,020+5.9% | $5,645-24.6% | $5,403-21.2% |