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 | $40,494 | $73,867-45.2% | $143,757-71.8% | $68,494-40.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -10.62% | 1.01%-11.6pp | -0.04%-10.6pp | -7.84%-2.8pp |
| Employer contribution / active EE | $2,097 | $3,184-34.2% | $4,951-57.7% | $2,596-19.3% |
| Participant deferral / active EE | $4,859 | $3,384+43.6% | $5,637-13.8% | $4,027+20.6% |
| Admin fee / account holder | $1,774 | $5,755-69.2% | $14,673-87.9% | $5,403-67.2% |