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 | $59,681 | $45,863+30.1% | $77,024-22.5% | $68,494-12.9% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -12.22% | 1.72%-13.9pp | 42.32%-54.5pp | -7.84%-4.4pp |
| Employer contribution / active EE | $1,063 | $1,650-35.6% | $2,812-62.2% | $2,596-59.1% |
| Participant deferral / active EE | $2,133 | $2,962-28.0% | $4,426-51.8% | $4,027-47.0% |
| Admin fee / account holder | $1,593 | $3,041-47.6% | $5,425-70.6% | $5,403-70.5% |