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 | $54,644 | $46,674+17.1% | $117,472-53.5% | $68,494-20.2% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -15.87% | -14.52%-1.3pp | 29.74%-45.6pp | -7.84%-8.0pp |
| Employer contribution / active EE | $1,209 | $1,505-19.7% | $4,176-71.1% | $2,596-53.4% |
| Participant deferral / active EE | $5,211 | $2,636+97.7% | $4,070+28.0% | $4,027+29.4% |
| Admin fee / account holder | $609 | $4,020-84.9% | $5,645-89.2% | $5,403-88.7% |