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 | $56,172 | $158,817-64.6% | $121,196-53.7% | $135,375-58.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -7.37% | -0.64%-6.7pp | 16.93%-24.3pp | 519.73%-527.1pp |
| Employer contribution / active EE | $3,622 | $5,665-36.1% | $4,022-9.9% | $4,779-24.2% |
| Participant deferral / active EE | $4,307 | $4,005+7.6% | $3,344+28.8% | $5,609-23.2% |
| Admin fee / account holder | $712 | $6,512-89.1% | $5,019-85.8% | $10,827-93.4% |