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 | $55,870 | $57,354-2.6% | $83,848-33.4% | $64,186-13.0% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -5.99% | 11.38%-17.4pp | 850.88%-856.9pp | 7.63%-13.6pp |
| Employer contribution / active EE | $2,450 | $2,545-3.8% | $3,631-32.5% | $2,381+2.9% |
| Participant deferral / active EE | $4,105 | $2,993+37.2% | $4,082+0.6% | $3,470+18.3% |
| Admin fee / account holder | $702 | $4,046-82.6% | $5,478-87.2% | $4,888-85.6% |