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 | $54,631 | $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 | -15.03% | -3.14%-11.9pp | 114.01%-129.0pp | -7.84%-7.2pp |
| Employer contribution / active EE | $2,270 | $1,709+32.8% | $2,850-20.4% | $2,596-12.6% |
| Participant deferral / active EE | $3,008 | $2,974+1.2% | $4,234-28.9% | $4,027-25.3% |
| Admin fee / account holder | $7,041 | $4,493+56.7% | $5,420+29.9% | $5,403+30.3% |