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 | $54,454 | $95,862-43.2% | $79,550-31.5% | $134,475-59.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.99% | -2.69%-13.3pp | 0.16%-16.2pp | 417.96%-434.0pp |
| Employer contribution / active EE | $2,620 | $3,128-16.2% | $2,413+8.6% | $4,740-44.7% |
| Participant deferral / active EE | $5,477 | $4,693+16.7% | $3,985+37.4% | $6,400-14.4% |
| Admin fee / account holder | $3,727 | $9,126-59.2% | $6,832-45.4% | $11,426-67.4% |