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 | $48,983 | $46,674+4.9% | $117,472-58.3% | $68,494-28.5% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -15.96% | -14.52%-1.4pp | 29.74%-45.7pp | -7.84%-8.1pp |
| Employer contribution / active EE | $1,485 | $1,505-1.3% | $4,176-64.4% | $2,596-42.8% |
| Participant deferral / active EE | $3,766 | $2,636+42.8% | $4,070-7.5% | $4,027-6.5% |
| Admin fee / account holder | $4,812 | $4,020+19.7% | $5,645-14.8% | $5,403-10.9% |