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 | $63,157 | $46,674+35.3% | $117,472-46.2% | $68,494-7.8% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -16.18% | -14.52%-1.7pp | 29.74%-45.9pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,370 | $1,505-9.0% | $4,176-67.2% | $2,596-47.3% |
| Participant deferral / active EE | $2,945 | $2,636+11.7% | $4,070-27.7% | $4,027-26.9% |
| Admin fee / account holder | $2,914 | $4,020-27.5% | $5,645-48.4% | $5,403-46.1% |