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 9-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 | $55,598 | $73,867-24.7% | $143,757-61.3% | $68,494-18.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -10.34% | 1.01%-11.3pp | -0.04%-10.3pp | -7.84%-2.5pp |
| Employer contribution / active EE | $3,771 | $3,184+18.4% | $4,951-23.8% | $2,596+45.2% |
| Participant deferral / active EE | $4,030 | $3,384+19.1% | $5,637-28.5% | $4,027+0.1% |
| Admin fee / account holder | $7,167 | $5,755+24.5% | $14,673-51.2% | $5,403+32.6% |