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 | $65,459 | $59,805+9.5% | $79,550-17.7% | $68,494-4.4% |
| Participation rate | 91.3% | 61.1%+30.2pp | 69.5%+21.8pp | 67.9%+23.4pp |
| Annual return | -16.81% | -12.30%-4.5pp | 0.16%-17.0pp | -7.84%-9.0pp |
| Employer contribution / active EE | $1,063 | $1,505-29.3% | $2,413-55.9% | $2,596-59.0% |
| Participant deferral / active EE | $7,185 | $3,024+137.6% | $3,985+80.3% | $4,027+78.4% |
| Admin fee / account holder | $10,758 | $4,835+122.5% | $6,832+57.5% | $5,403+99.1% |