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 | $54,628 | $73,867-26.0% | $143,757-62.0% | $68,494-20.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.61% | 1.01%-16.6pp | -0.04%-15.6pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,944 | $3,184-38.9% | $4,951-60.7% | $2,596-25.1% |
| Participant deferral / active EE | $5,051 | $3,384+49.2% | $5,637-10.4% | $4,027+25.4% |
| Admin fee / account holder | $19,016 | $5,755+230.4% | $14,673+29.6% | $5,403+252.0% |