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 4-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 | $54,513 | $73,867-26.2% | $143,757-62.1% | $68,494-20.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.99% | 1.01%-17.0pp | -0.04%-15.9pp | -7.84%-8.1pp |
| Employer contribution / active EE | $1,671 | $3,184-47.5% | $4,951-66.3% | $2,596-35.6% |
| Participant deferral / active EE | $4,469 | $3,384+32.0% | $5,637-20.7% | $4,027+11.0% |
| Admin fee / account holder | $15,729 | $5,755+173.3% | $14,673+7.2% | $5,403+191.1% |