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 | $57,495 | $49,177+16.9% | $79,464-27.6% | $64,186-10.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -6.91% | -1.16%-5.7pp | 718.14%-725.0pp | 7.63%-14.5pp |
| Employer contribution / active EE | $2,850 | $2,076+37.3% | $2,800+1.8% | $2,381+19.7% |
| Participant deferral / active EE | $4,022 | $2,821+42.5% | $3,704+8.6% | $3,470+15.9% |
| Admin fee / account holder | $1,193 | $3,839-68.9% | $5,113-76.7% | $4,888-75.6% |