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 | $42,916 | $50,958-15.8% | $74,550-42.4% | $64,186-33.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -6.57% | -1.86%-4.7pp | 32.53%-39.1pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,730 | $1,115+55.1% | $1,961-11.8% | $2,381-27.3% |
| Participant deferral / active EE | $1,169 | $2,301-49.2% | $3,108-62.4% | $3,470-66.3% |
| Admin fee / account holder | $625 | $4,223-85.2% | $5,060-87.6% | $4,888-87.2% |