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 | $59,912 | $42,894+39.7% | $60,874-1.6% | $68,494-12.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -13.14% | -13.98%+0.8pp | 16.90%-30.0pp | -7.84%-5.3pp |
| Employer contribution / active EE | $3,016 | $1,978+52.5% | $2,701+11.6% | $2,596+16.2% |
| Participant deferral / active EE | $3,009 | $2,867+4.9% | $3,817-21.2% | $4,027-25.3% |
| Admin fee / account holder | $5,973 | $3,101+92.6% | $3,224+85.2% | $5,403+10.6% |