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 | $33,367 | $56,357-40.8% | $104,294-68.0% | $68,494-51.3% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | -18.68% | -9.19%-9.5pp | 24.61%-43.3pp | -7.84%-10.8pp |
| Employer contribution / active EE | $1,540 | $1,960-21.4% | $3,372-54.3% | $2,596-40.7% |
| Participant deferral / active EE | $2,336 | $3,077-24.1% | $4,625-49.5% | $4,027-42.0% |
| Admin fee / account holder | $897 | $4,903-81.7% | $7,339-87.8% | $5,403-83.4% |