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 | $69,319 | $64,707+7.1% | $112,228-38.2% | $68,494+1.2% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -2.47% | -11.40%+8.9pp | 27.45%-29.9pp | -7.84%+5.4pp |
| Employer contribution / active EE | $7,613 | $2,746+177.2% | $3,635+109.5% | $2,596+193.2% |
| Participant deferral / active EE | $1,981 | $3,565-44.4% | $4,728-58.1% | $4,027-50.8% |
| Admin fee / account holder | $4,305 | $5,232-17.7% | $6,410-32.8% | $5,403-20.3% |