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 | $61,930 | $59,805+3.6% | $79,550-22.1% | $68,494-9.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -18.24% | -12.30%-5.9pp | 0.16%-18.4pp | -7.84%-10.4pp |
| Employer contribution / active EE | $4,377 | $1,505+190.8% | $2,413+81.4% | $2,596+68.6% |
| Participant deferral / active EE | $7,772 | $3,024+157.0% | $3,985+95.0% | $4,027+93.0% |
| Admin fee / account holder | $2,810 | $4,835-41.9% | $6,832-58.9% | $5,403-48.0% |