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 | $43,221 | $48,265-10.5% | $68,791-37.2% | $68,494-36.9% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -14.76% | -12.71%-2.1pp | -6.38%-8.4pp | -7.84%-6.9pp |
| Employer contribution / active EE | $5,373 | $1,829+193.8% | $2,655+102.3% | $2,596+106.9% |
| Participant deferral / active EE | $3,493 | $2,867+21.9% | $3,941-11.4% | $4,027-13.3% |
| Admin fee / account holder | $12,353 | $4,355+183.6% | $4,932+150.5% | $5,403+128.6% |