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 | $33,868 | $71,883-52.9% | $86,677-60.9% | $68,494-50.6% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -14.86% | 3.52%-18.4pp | 35.91%-50.8pp | -7.84%-7.0pp |
| Employer contribution / active EE | $667 | $2,173-69.3% | $2,836-76.5% | $2,596-74.3% |
| Participant deferral / active EE | $1,942 | $3,779-48.6% | $4,656-58.3% | $4,027-51.8% |
| Admin fee / account holder | $1,112 | $6,112-81.8% | $7,493-85.2% | $5,403-79.4% |