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 | $60,352 | $73,867-18.3% | $143,757-58.0% | $68,494-11.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -18.75% | 1.01%-19.8pp | -0.04%-18.7pp | -7.84%-10.9pp |
| Employer contribution / active EE | $6,441 | $3,184+102.3% | $4,951+30.1% | $2,596+148.1% |
| Participant deferral / active EE | $4,277 | $3,384+26.4% | $5,637-24.1% | $4,027+6.2% |
| Admin fee / account holder | $2,562 | $5,755-55.5% | $14,673-82.5% | $5,403-52.6% |