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 | $21,851 | $73,867-70.4% | $143,757-84.8% | $68,494-68.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.98% | 1.01%-17.0pp | -0.04%-15.9pp | -7.84%-8.1pp |
| Employer contribution / active EE | $954 | $3,184-70.0% | $4,951-80.7% | $2,596-63.2% |
| Participant deferral / active EE | $1,837 | $3,384-45.7% | $5,637-67.4% | $4,027-54.4% |
| Admin fee / account holder | $1,107 | $5,755-80.8% | $14,673-92.5% | $5,403-79.5% |