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 | $48,323 | $53,162-9.1% | $91,220-47.0% | $68,494-29.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 73.2%+26.8pp | 67.9%+32.1pp |
| Annual return | -16.12% | -3.14%-13.0pp | 114.01%-130.1pp | -7.84%-8.3pp |
| Employer contribution / active EE | $4,127 | $1,709+141.4% | $2,850+44.8% | $2,596+59.0% |
| Participant deferral / active EE | $3,436 | $2,974+15.6% | $4,234-18.8% | $4,027-14.7% |
| Admin fee / account holder | $420 | $4,493-90.7% | $5,420-92.2% | $5,403-92.2% |