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 | $69,750 | $45,863+52.1% | $77,024-9.4% | $68,494+1.8% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -15.24% | 1.72%-17.0pp | 42.32%-57.6pp | -7.84%-7.4pp |
| Employer contribution / active EE | $3,090 | $1,650+87.3% | $2,812+9.9% | $2,596+19.0% |
| Participant deferral / active EE | $5,837 | $2,962+97.0% | $4,426+31.9% | $4,027+44.9% |
| Admin fee / account holder | $354 | $3,041-88.4% | $5,425-93.5% | $5,403-93.4% |