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 | $63,041 | $48,265+30.6% | $68,791-8.4% | $68,494-8.0% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -18.41% | -12.71%-5.7pp | -6.38%-12.0pp | -7.84%-10.6pp |
| Employer contribution / active EE | $4,943 | $1,829+170.3% | $2,655+86.2% | $2,596+90.4% |
| Participant deferral / active EE | $4,079 | $2,867+42.3% | $3,941+3.5% | $4,027+1.3% |
| Admin fee / account holder | $2,127 | $4,355-51.2% | $4,932-56.9% | $5,403-60.6% |