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 | $50,248 | $45,863+9.6% | $77,024-34.8% | $68,494-26.6% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -9.80% | 1.72%-11.5pp | 42.32%-52.1pp | -7.84%-2.0pp |
| Employer contribution / active EE | $2,603 | $1,650+57.8% | $2,812-7.4% | $2,596+0.3% |
| Participant deferral / active EE | $0 | $2,962-100.0% | $4,426-100.0% | $4,027-100.0% |
| Admin fee / account holder | $1,077 | $3,041-64.6% | $5,425-80.1% | $5,403-80.1% |