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 | $49,824 | $69,518-28.3% | $59,878-16.8% | $135,375-63.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -6.98% | 7.94%-14.9pp | 3.46%-10.4pp | 519.73%-526.7pp |
| Employer contribution / active EE | $4,225 | $3,235+30.6% | $2,722+55.2% | $4,779-11.6% |
| Participant deferral / active EE | $10,450 | $4,206+148.5% | $3,402+207.2% | $5,609+86.3% |
| Admin fee / account holder | $1,367 | $5,734-76.2% | $3,590-61.9% | $10,827-87.4% |