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 | $61,638 | $64,707-4.7% | $112,228-45.1% | $68,494-10.0% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -14.47% | -11.40%-3.1pp | 27.45%-41.9pp | -7.84%-6.6pp |
| Employer contribution / active EE | $4,406 | $2,746+60.5% | $3,635+21.2% | $2,596+69.7% |
| Participant deferral / active EE | $1,563 | $3,565-56.1% | $4,728-66.9% | $4,027-61.2% |
| Admin fee / account holder | $38,553 | $5,232+636.8% | $6,410+501.4% | $5,403+613.6% |