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 | $56,126 | $57,354-2.1% | $83,848-33.1% | $64,186-12.6% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -6.14% | 11.38%-17.5pp | 850.88%-857.0pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,593 | $2,545-37.4% | $3,631-56.1% | $2,381-33.1% |
| Participant deferral / active EE | $3,361 | $2,993+12.3% | $4,082-17.7% | $3,470-3.1% |
| Admin fee / account holder | $10,734 | $4,046+165.3% | $5,478+95.9% | $4,888+119.6% |