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 | $33,499 | $50,958-34.3% | $74,550-55.1% | $64,186-47.8% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -6.51% | -1.86%-4.7pp | 32.53%-39.0pp | 7.63%-14.1pp |
| Employer contribution / active EE | $2,712 | $1,115+143.1% | $1,961+38.3% | $2,381+13.9% |
| Participant deferral / active EE | $2,701 | $2,301+17.4% | $3,108-13.1% | $3,470-22.2% |
| Admin fee / account holder | $1,603 | $4,223-62.0% | $5,060-68.3% | $4,888-67.2% |