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 | $41,872 | $45,863-8.7% | $77,024-45.6% | $68,494-38.9% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -7.71% | 1.72%-9.4pp | 42.32%-50.0pp | -7.84%+0.1pp |
| Employer contribution / active EE | $2,944 | $1,650+78.5% | $2,812+4.7% | $2,596+13.4% |
| Participant deferral / active EE | $3,453 | $2,962+16.6% | $4,426-22.0% | $4,027-14.3% |
| Admin fee / account holder | $10,462 | $3,041+244.1% | $5,425+92.8% | $5,403+93.6% |