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 | $54,770 | $105,860-48.3% | $90,749-39.6% | $134,475-59.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -16.77% | -11.01%-5.8pp | -12.16%-4.6pp | 417.96%-434.7pp |
| Employer contribution / active EE | $1,885 | $3,462-45.6% | $2,921-35.5% | $4,740-60.2% |
| Participant deferral / active EE | $4,068 | $5,216-22.0% | $4,564-10.9% | $6,400-36.4% |
| Admin fee / account holder | $3,042 | $13,938-78.2% | $8,445-64.0% | $11,426-73.4% |