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 | $57,275 | $45,863+24.9% | $77,024-25.6% | $68,494-16.4% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -5.52% | 1.72%-7.2pp | 42.32%-47.8pp | -7.84%+2.3pp |
| Employer contribution / active EE | $2,679 | $1,650+62.4% | $2,812-4.7% | $2,596+3.2% |
| Participant deferral / active EE | $5,151 | $2,962+73.9% | $4,426+16.4% | $4,027+27.9% |
| Admin fee / account holder | $1,143 | $3,041-62.4% | $5,425-78.9% | $5,403-78.9% |