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 | $64,883 | $73,867-12.2% | $143,757-54.9% | $68,494-5.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -6.14% | 1.01%-7.1pp | -0.04%-6.1pp | -7.84%+1.7pp |
| Employer contribution / active EE | $4,012 | $3,184+26.0% | $4,951-19.0% | $2,596+54.5% |
| Participant deferral / active EE | $7,655 | $3,384+126.2% | $5,637+35.8% | $4,027+90.1% |
| Admin fee / account holder | $1,430 | $5,755-75.1% | $14,673-90.3% | $5,403-73.5% |