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 | $68,379 | $45,863+49.1% | $77,024-11.2% | $68,494-0.2% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -12.87% | 1.72%-14.6pp | 42.32%-55.2pp | -7.84%-5.0pp |
| Employer contribution / active EE | $2,502 | $1,650+51.7% | $2,812-11.0% | $2,596-3.6% |
| Participant deferral / active EE | $2,669 | $2,962-9.9% | $4,426-39.7% | $4,027-33.7% |
| Admin fee / account holder | $823 | $3,041-72.9% | $5,425-84.8% | $5,403-84.8% |