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 | $49,998 | $59,805-16.4% | $79,550-37.1% | $68,494-27.0% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -17.17% | -12.30%-4.9pp | 0.16%-17.3pp | -7.84%-9.3pp |
| Employer contribution / active EE | $2,747 | $1,505+82.5% | $2,413+13.8% | $2,596+5.8% |
| Participant deferral / active EE | $2,539 | $3,024-16.1% | $3,985-36.3% | $4,027-37.0% |
| Admin fee / account holder | $2,541 | $4,835-47.5% | $6,832-62.8% | $5,403-53.0% |