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 | $64,331 | $69,518-7.5% | $59,878+7.4% | $135,375-52.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -5.21% | 7.94%-13.2pp | 3.46%-8.7pp | 519.73%-524.9pp |
| Employer contribution / active EE | $5,566 | $3,235+72.1% | $2,722+104.5% | $4,779+16.5% |
| Participant deferral / active EE | $4,497 | $4,206+6.9% | $3,402+32.2% | $5,609-19.8% |
| Admin fee / account holder | $491 | $5,734-91.4% | $3,590-86.3% | $10,827-95.5% |