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 | $63,638 | $59,805+6.4% | $79,550-20.0% | $68,494-7.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -15.78% | -12.30%-3.5pp | 0.16%-15.9pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,964 | $1,505+30.5% | $2,413-18.6% | $2,596-24.4% |
| Participant deferral / active EE | $6,127 | $3,024+102.6% | $3,985+53.8% | $4,027+52.2% |
| Admin fee / account holder | $5,417 | $4,835+12.0% | $6,832-20.7% | $5,403+0.3% |