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 | $53,169 | $59,805-11.1% | $79,550-33.2% | $68,494-22.4% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -14.18% | -12.30%-1.9pp | 0.16%-14.3pp | -7.84%-6.3pp |
| Employer contribution / active EE | $2,572 | $1,505+70.9% | $2,413+6.6% | $2,596-0.9% |
| Participant deferral / active EE | $5,479 | $3,024+81.2% | $3,985+37.5% | $4,027+36.0% |
| Admin fee / account holder | $9,326 | $4,835+92.9% | $6,832+36.5% | $5,403+72.6% |