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 | $21,738 | $73,867-70.6% | $143,757-84.9% | $68,494-68.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.21% | 1.01%-14.2pp | -0.04%-13.2pp | -7.84%-5.4pp |
| Employer contribution / active EE | $4,846 | $3,184+52.2% | $4,951-2.1% | $2,596+86.7% |
| Participant deferral / active EE | $2,470 | $3,384-27.0% | $5,637-56.2% | $4,027-38.7% |
| Admin fee / account holder | $2,602 | $5,755-54.8% | $14,673-82.3% | $5,403-51.8% |