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 | $18,036 | $73,867-75.6% | $143,757-87.5% | $68,494-73.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.40% | 1.01%-16.4pp | -0.04%-15.4pp | -7.84%-7.6pp |
| Employer contribution / active EE | $2,636 | $3,184-17.2% | $4,951-46.8% | $2,596+1.5% |
| Participant deferral / active EE | $1,036 | $3,384-69.4% | $5,637-81.6% | $4,027-74.3% |
| Admin fee / account holder | $1,782 | $5,755-69.0% | $14,673-87.9% | $5,403-67.0% |