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 | $41,650 | $110,094-62.2% | $151,611-72.5% | $68,494-39.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -17.91% | -10.12%-7.8pp | 3.33%-21.2pp | -7.84%-10.1pp |
| Employer contribution / active EE | $2,181 | $4,471-51.2% | $6,166-64.6% | $2,596-16.0% |
| Participant deferral / active EE | $5,033 | $6,527-22.9% | $8,363-39.8% | $4,027+25.0% |
| Admin fee / account holder | $9,639 | $7,719+24.9% | $11,616-17.0% | $5,403+78.4% |