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 | $56,915 | $46,674+21.9% | $117,472-51.6% | $68,494-16.9% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -16.45% | -14.52%-1.9pp | 29.74%-46.2pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,415 | $1,505-5.9% | $4,176-66.1% | $2,596-45.5% |
| Participant deferral / active EE | $5,296 | $2,636+100.9% | $4,070+30.1% | $4,027+31.5% |
| Admin fee / account holder | $1,420 | $4,020-64.7% | $5,645-74.8% | $5,403-73.7% |