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 | $28,508 | $64,707-55.9% | $112,228-74.6% | $68,494-58.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -15.64% | -11.40%-4.2pp | 27.45%-43.1pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,135 | $2,746-58.7% | $3,635-68.8% | $2,596-56.3% |
| Participant deferral / active EE | $2,917 | $3,565-18.2% | $4,728-38.3% | $4,027-27.6% |
| Admin fee / account holder | $1,165 | $5,232-77.7% | $6,410-81.8% | $5,403-78.4% |