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 | $52,674 | $107,791-51.1% | $90,645-41.9% | $135,375-61.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -6.88% | -0.90%-6.0pp | 1.88%-8.8pp | 519.73%-526.6pp |
| Employer contribution / active EE | $1,348 | $3,018-55.3% | $2,532-46.8% | $4,779-71.8% |
| Participant deferral / active EE | $4,060 | $3,872+4.9% | $3,425+18.6% | $5,609-27.6% |
| Admin fee / account holder | $326 | $5,930-94.5% | $4,994-93.5% | $10,827-97.0% |