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 | $34,625 | $158,817-78.2% | $121,196-71.4% | $135,375-74.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -8.41% | -0.64%-7.8pp | 16.93%-25.3pp | 519.73%-528.1pp |
| Employer contribution / active EE | $2,680 | $5,665-52.7% | $4,022-33.4% | $4,779-43.9% |
| Participant deferral / active EE | $5,485 | $4,005+37.0% | $3,344+64.0% | $5,609-2.2% |
| Admin fee / account holder | $2,447 | $6,512-62.4% | $5,019-51.2% | $10,827-77.4% |