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 | $25,489 | $73,867-65.5% | $143,757-82.3% | $68,494-62.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -11.83% | 1.01%-12.8pp | -0.04%-11.8pp | -7.84%-4.0pp |
| Employer contribution / active EE | $653 | $3,184-79.5% | $4,951-86.8% | $2,596-74.8% |
| Participant deferral / active EE | $1,292 | $3,384-61.8% | $5,637-77.1% | $4,027-67.9% |
| Admin fee / account holder | $3,812 | $5,755-33.8% | $14,673-74.0% | $5,403-29.4% |