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 | $57,462 | $42,894+34.0% | $60,874-5.6% | $68,494-16.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -16.87% | -13.98%-2.9pp | 16.90%-33.8pp | -7.84%-9.0pp |
| Employer contribution / active EE | $3,727 | $1,978+88.4% | $2,701+38.0% | $2,596+43.6% |
| Participant deferral / active EE | $2,915 | $2,867+1.7% | $3,817-23.6% | $4,027-27.6% |
| Admin fee / account holder | $659 | $3,101-78.7% | $3,224-79.6% | $5,403-87.8% |