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 | $56,372 | $73,867-23.7% | $143,757-60.8% | $68,494-17.7% |
| Participation rate | 97.1% | 66.7%+30.5pp | 80.3%+16.8pp | 67.9%+29.3pp |
| Annual return | -15.76% | 1.01%-16.8pp | -0.04%-15.7pp | -7.84%-7.9pp |
| Employer contribution / active EE | $5,687 | $3,184+78.6% | $4,951+14.9% | $2,596+119.0% |
| Participant deferral / active EE | $3,436 | $3,384+1.5% | $5,637-39.0% | $4,027-14.7% |
| Admin fee / account holder | $862 | $5,755-85.0% | $14,673-94.1% | $5,403-84.0% |