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 | $61,590 | $46,674+32.0% | $117,472-47.6% | $68,494-10.1% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -17.54% | -14.52%-3.0pp | 29.74%-47.3pp | -7.84%-9.7pp |
| Employer contribution / active EE | $2,197 | $1,505+46.0% | $4,176-47.4% | $2,596-15.4% |
| Participant deferral / active EE | $3,999 | $2,636+51.7% | $4,070-1.8% | $4,027-0.7% |
| Admin fee / account holder | $18,853 | $4,020+369.0% | $5,645+234.0% | $5,403+248.9% |