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 | $57,509 | $54,229+6.0% | $70,092-18.0% | $68,494-16.0% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -17.35% | -13.87%-3.5pp | 190.73%-208.1pp | -7.84%-9.5pp |
| Employer contribution / active EE | $2,659 | $2,018+31.8% | $2,559+3.9% | $2,596+2.4% |
| Participant deferral / active EE | $5,412 | $2,956+83.1% | $3,849+40.6% | $4,027+34.4% |
| Admin fee / account holder | $5,179 | $4,694+10.3% | $6,267-17.4% | $5,403-4.1% |