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 | $72,596 | $81,900-11.4% | $119,609-39.3% | $68,494+6.0% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -5.20% | -23.82%+18.6pp | -14.97%+9.8pp | -7.84%+2.6pp |
| Employer contribution / active EE | $3,694 | $2,693+37.1% | $4,232-12.7% | $2,596+42.3% |
| Participant deferral / active EE | $6,545 | $4,148+57.8% | $5,602+16.8% | $4,027+62.5% |
| Admin fee / account holder | $2,902 | $6,582-55.9% | $10,323-71.9% | $5,403-46.3% |