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 | $71,584 | $69,010+3.7% | $159,960-55.2% | $68,494+4.5% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -13.38% | -9.65%-3.7pp | 408.60%-422.0pp | -7.84%-5.5pp |
| Employer contribution / active EE | $1,583 | $2,213-28.5% | $4,226-62.5% | $2,596-39.0% |
| Participant deferral / active EE | $3,926 | $4,212-6.8% | $6,182-36.5% | $4,027-2.5% |
| Admin fee / account holder | $924 | $4,798-80.7% | $8,698-89.4% | $5,403-82.9% |