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 | $85,352 | $46,674+82.9% | $117,472-27.3% | $68,494+24.6% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -6.06% | -14.52%+8.5pp | 29.74%-35.8pp | -7.84%+1.8pp |
| Employer contribution / active EE | $1,370 | $1,505-8.9% | $4,176-67.2% | $2,596-47.2% |
| Participant deferral / active EE | $1,370 | $2,636-48.0% | $4,070-66.3% | $4,027-66.0% |
| Admin fee / account holder | $30,256 | $4,020+652.7% | $5,645+436.0% | $5,403+460.0% |