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 | $49,960 | $158,817-68.5% | $121,196-58.8% | $135,375-63.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -6.15% | -0.64%-5.5pp | 16.93%-23.1pp | 519.73%-525.9pp |
| Employer contribution / active EE | $619 | $5,665-89.1% | $4,022-84.6% | $4,779-87.1% |
| Participant deferral / active EE | $4,283 | $4,005+6.9% | $3,344+28.0% | $5,609-23.6% |
| Admin fee / account holder | $1,199 | $6,512-81.6% | $5,019-76.1% | $10,827-88.9% |