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 | $30,050 | $73,867-59.3% | $143,757-79.1% | $68,494-56.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.51% | 1.01%-18.5pp | -0.04%-17.5pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,143 | $3,184-64.1% | $4,951-76.9% | $2,596-56.0% |
| Participant deferral / active EE | $3,393 | $3,384+0.2% | $5,637-39.8% | $4,027-15.8% |
| Admin fee / account holder | $360 | $5,755-93.7% | $14,673-97.5% | $5,403-93.3% |