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 | $70,348 | $82,286-14.5% | $68,791+2.3% | $134,475-47.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -10.57% | -2.19%-8.4pp | -6.38%-4.2pp | 417.96%-428.5pp |
| Employer contribution / active EE | $1,405 | $3,301-57.4% | $2,655-47.1% | $4,740-70.4% |
| Participant deferral / active EE | $3,087 | $4,739-34.9% | $3,941-21.7% | $6,400-51.8% |
| Admin fee / account holder | $61,644 | $6,481+851.2% | $4,932+1149.9% | $11,426+439.5% |