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 | $49,829 | $73,867-32.5% | $143,757-65.3% | $68,494-27.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.08% | 1.01%-16.1pp | -0.04%-15.0pp | -7.84%-7.2pp |
| Employer contribution / active EE | $5,090 | $3,184+59.9% | $4,951+2.8% | $2,596+96.0% |
| Participant deferral / active EE | $4,628 | $3,384+36.7% | $5,637-17.9% | $4,027+14.9% |
| Admin fee / account holder | $657 | $5,755-88.6% | $14,673-95.5% | $5,403-87.8% |