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 | $51,591 | $64,707-20.3% | $112,228-54.0% | $68,494-24.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -14.97% | -11.40%-3.6pp | 27.45%-42.4pp | -7.84%-7.1pp |
| Employer contribution / active EE | $1,851 | $2,746-32.6% | $3,635-49.1% | $2,596-28.7% |
| Participant deferral / active EE | $5,247 | $3,565+47.2% | $4,728+11.0% | $4,027+30.3% |
| Admin fee / account holder | $5,581 | $5,232+6.7% | $6,410-12.9% | $5,403+3.3% |