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 | $103,727 | $59,805+73.4% | $79,550+30.4% | $68,494+51.4% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -16.85% | -12.30%-4.5pp | 0.16%-17.0pp | -7.84%-9.0pp |
| Employer contribution / active EE | $1,471 | $1,505-2.2% | $2,413-39.0% | $2,596-43.3% |
| Participant deferral / active EE | $2,011 | $3,024-33.5% | $3,985-49.5% | $4,027-50.1% |
| Admin fee / account holder | $4,026 | $4,835-16.7% | $6,832-41.1% | $5,403-25.5% |