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 | $27,913 | $59,805-53.3% | $79,550-64.9% | $68,494-59.2% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -16.86% | -12.30%-4.6pp | 0.16%-17.0pp | -7.84%-9.0pp |
| Employer contribution / active EE | $3,437 | $1,505+128.4% | $2,413+42.4% | $2,596+32.4% |
| Participant deferral / active EE | $3,124 | $3,024+3.3% | $3,985-21.6% | $4,027-22.4% |
| Admin fee / account holder | $977 | $4,835-79.8% | $6,832-85.7% | $5,403-81.9% |