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 | $61,050 | $71,883-15.1% | $86,677-29.6% | $68,494-10.9% |
| Participation rate | 94.5% | 72.2%+22.3pp | 76.6%+17.9pp | 67.9%+26.6pp |
| Annual return | -16.89% | 3.52%-20.4pp | 35.91%-52.8pp | -7.84%-9.0pp |
| Employer contribution / active EE | $7,123 | $2,173+227.8% | $2,836+151.1% | $2,596+174.4% |
| Participant deferral / active EE | $5,011 | $3,779+32.6% | $4,656+7.6% | $4,027+24.4% |
| Admin fee / account holder | $873 | $6,112-85.7% | $7,493-88.3% | $5,403-83.8% |