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 | $31,215 | $73,867-57.7% | $143,757-78.3% | $68,494-54.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.71% | 1.01%-15.7pp | -0.04%-14.7pp | -7.84%-6.9pp |
| Employer contribution / active EE | $2,222 | $3,184-30.2% | $4,951-55.1% | $2,596-14.4% |
| Participant deferral / active EE | $3,175 | $3,384-6.2% | $5,637-43.7% | $4,027-21.2% |
| Admin fee / account holder | $3,270 | $5,755-43.2% | $14,673-77.7% | $5,403-39.5% |