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 | $54,653 | $53,162+2.8% | $91,220-40.1% | $68,494-20.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 73.2%+26.8pp | 67.9%+32.1pp |
| Annual return | -16.56% | -3.14%-13.4pp | 114.01%-130.6pp | -7.84%-8.7pp |
| Employer contribution / active EE | $2,642 | $1,709+54.6% | $2,850-7.3% | $2,596+1.8% |
| Participant deferral / active EE | $3,300 | $2,974+11.0% | $4,234-22.1% | $4,027-18.1% |
| Admin fee / account holder | $1,380 | $4,493-69.3% | $5,420-74.5% | $5,403-74.5% |