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 | $35,242 | $64,707-45.5% | $112,228-68.6% | $68,494-48.5% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -18.66% | -11.40%-7.3pp | 27.45%-46.1pp | -7.84%-10.8pp |
| Employer contribution / active EE | $2,633 | $2,746-4.1% | $3,635-27.6% | $2,596+1.4% |
| Participant deferral / active EE | $3,040 | $3,565-14.7% | $4,728-35.7% | $4,027-24.5% |
| Admin fee / account holder | $2,471 | $5,232-52.8% | $6,410-61.5% | $5,403-54.3% |