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 | $48,080 | $71,883-33.1% | $86,677-44.5% | $68,494-29.8% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -16.20% | 3.52%-19.7pp | 35.91%-52.1pp | -7.84%-8.4pp |
| Employer contribution / active EE | $2,045 | $2,173-5.9% | $2,836-27.9% | $2,596-21.2% |
| Participant deferral / active EE | $5,823 | $3,779+54.1% | $4,656+25.1% | $4,027+44.6% |
| Admin fee / account holder | $2,938 | $6,112-51.9% | $7,493-60.8% | $5,403-45.6% |