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 | $70,528 | $110,094-35.9% | $151,611-53.5% | $68,494+3.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -18.18% | -10.12%-8.1pp | 3.33%-21.5pp | -7.84%-10.3pp |
| Employer contribution / active EE | $2,820 | $4,471-36.9% | $6,166-54.3% | $2,596+8.6% |
| Participant deferral / active EE | $4,352 | $6,527-33.3% | $8,363-48.0% | $4,027+8.1% |
| Admin fee / account holder | $15,387 | $7,719+99.4% | $11,616+32.5% | $5,403+184.8% |