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 | $53,229 | $73,867-27.9% | $143,757-63.0% | $68,494-22.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -18.40% | 1.01%-19.4pp | -0.04%-18.4pp | -7.84%-10.6pp |
| Employer contribution / active EE | $4,839 | $3,184+52.0% | $4,951-2.3% | $2,596+86.4% |
| Participant deferral / active EE | $3,669 | $3,384+8.4% | $5,637-34.9% | $4,027-8.9% |
| Admin fee / account holder | $5,251 | $5,755-8.8% | $14,673-64.2% | $5,403-2.8% |