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 | $59,913 | $69,518-13.8% | $59,878+0.1% | $135,375-55.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -7.74% | 7.94%-15.7pp | 3.46%-11.2pp | 519.73%-527.5pp |
| Employer contribution / active EE | $11,853 | $3,235+266.4% | $2,722+335.5% | $4,779+148.0% |
| Participant deferral / active EE | $2,253 | $4,206-46.4% | $3,402-33.8% | $5,609-59.8% |
| Admin fee / account holder | $4,023 | $5,734-29.8% | $3,590+12.1% | $10,827-62.8% |