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 | $34,760 | $64,707-46.3% | $112,228-69.0% | $68,494-49.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -16.98% | -11.40%-5.6pp | 27.45%-44.4pp | -7.84%-9.1pp |
| Employer contribution / active EE | $4,474 | $2,746+62.9% | $3,635+23.1% | $2,596+72.3% |
| Participant deferral / active EE | $2,734 | $3,565-23.3% | $4,728-42.2% | $4,027-32.1% |
| Admin fee / account holder | $860 | $5,232-83.6% | $6,410-86.6% | $5,403-84.1% |