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 | $57,966 | $73,867-21.5% | $143,757-59.7% | $68,494-15.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.18% | 1.01%-15.2pp | -0.04%-14.1pp | -7.84%-6.3pp |
| Employer contribution / active EE | $4,588 | $3,184+44.1% | $4,951-7.3% | $2,596+76.7% |
| Participant deferral / active EE | $3,221 | $3,384-4.8% | $5,637-42.9% | $4,027-20.0% |
| Admin fee / account holder | $3,146 | $5,755-45.3% | $14,673-78.6% | $5,403-41.8% |