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 | $60,016 | $64,707-7.3% | $112,228-46.5% | $68,494-12.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -16.25% | -11.40%-4.9pp | 27.45%-43.7pp | -7.84%-8.4pp |
| Employer contribution / active EE | $10,527 | $2,746+283.4% | $3,635+189.6% | $2,596+305.5% |
| Participant deferral / active EE | $4,086 | $3,565+14.6% | $4,728-13.6% | $4,027+1.5% |
| Admin fee / account holder | $1,983 | $5,232-62.1% | $6,410-69.1% | $5,403-63.3% |