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 | $63,063 | $59,805+5.4% | $79,550-20.7% | $68,494-7.9% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -13.39% | -12.30%-1.1pp | 0.16%-13.6pp | -7.84%-5.5pp |
| Employer contribution / active EE | $4,477 | $1,505+197.5% | $2,413+85.5% | $2,596+72.4% |
| Participant deferral / active EE | $3,639 | $3,024+20.3% | $3,985-8.7% | $4,027-9.6% |
| Admin fee / account holder | $3,131 | $4,835-35.2% | $6,832-54.2% | $5,403-42.1% |