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 | $57,346 | $86,655-33.8% | $119,609-52.1% | $66,914-14.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 79.3%+20.7pp | 69.8%+30.2pp |
| Annual return | -14.99% | -8.00%-7.0pp | -14.97%0pp | 1.58%-16.6pp |
| Employer contribution / active EE | $2,916 | $2,536+15.0% | $4,232-31.1% | $2,544+14.6% |
| Participant deferral / active EE | $5,495 | $4,358+26.1% | $5,602-1.9% | $4,237+29.7% |
| Admin fee / account holder | $2,430 | $755+221.9% | $10,323-76.5% | $593+309.5% |