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 | $47,457 | $73,867-35.8% | $143,757-67.0% | $68,494-30.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.70% | 1.01%-18.7pp | -0.04%-17.7pp | -7.84%-9.9pp |
| Employer contribution / active EE | $5,897 | $3,184+85.2% | $4,951+19.1% | $2,596+127.1% |
| Participant deferral / active EE | $4,164 | $3,384+23.0% | $5,637-26.1% | $4,027+3.4% |
| Admin fee / account holder | $8,519 | $5,755+48.0% | $14,673-41.9% | $5,403+57.7% |