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 | $56,453 | $65,061-13.2% | $143,757-60.7% | $66,914-15.6% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -14.65% | -11.14%-3.5pp | -0.04%-14.6pp | 1.58%-16.2pp |
| Employer contribution / active EE | $2,122 | $2,361-10.1% | $4,951-57.1% | $2,544-16.6% |
| Participant deferral / active EE | $3,997 | $2,919+36.9% | $5,637-29.1% | $4,237-5.7% |
| Admin fee / account holder | $1,698 | $502+238.3% | $14,673-88.4% | $593+186.2% |