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 | $58,312 | $54,229+7.5% | $70,092-16.8% | $68,494-14.9% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -9.04% | -13.87%+4.8pp | 190.73%-199.8pp | -7.84%-1.2pp |
| Employer contribution / active EE | $3,245 | $2,018+60.8% | $2,559+26.8% | $2,596+25.0% |
| Participant deferral / active EE | $2,200 | $2,956-25.6% | $3,849-42.8% | $4,027-45.4% |
| Admin fee / account holder | $2,075 | $4,694-55.8% | $6,267-66.9% | $5,403-61.6% |