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 | $63,283 | $127,100-50.2% | $105,738-40.2% | $135,375-53.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -2.51% | 4.49%-7.0pp | 6.27%-8.8pp | 519.73%-522.2pp |
| Employer contribution / active EE | $3,511 | $4,107-14.5% | $3,268+7.4% | $4,779-26.5% |
| Participant deferral / active EE | $4,117 | $5,064-18.7% | $4,080+0.9% | $5,609-26.6% |
| Admin fee / account holder | $5,221 | $9,087-42.5% | $6,913-24.5% | $10,827-51.8% |