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 | $64,879 | $69,518-6.7% | $59,878+8.4% | $135,375-52.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -3.81% | 7.94%-11.8pp | 3.46%-7.3pp | 519.73%-523.5pp |
| Employer contribution / active EE | $2,828 | $3,235-12.6% | $2,722+3.9% | $4,779-40.8% |
| Participant deferral / active EE | $5,323 | $4,206+26.6% | $3,402+56.5% | $5,609-5.1% |
| Admin fee / account holder | $2,941 | $5,734-48.7% | $3,590-18.1% | $10,827-72.8% |