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 | $22,394 | $59,805-62.6% | $79,550-71.8% | $68,494-67.3% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -18.03% | -12.30%-5.7pp | 0.16%-18.2pp | -7.84%-10.2pp |
| Employer contribution / active EE | $2,541 | $1,505+68.8% | $2,413+5.3% | $2,596-2.1% |
| Participant deferral / active EE | $4,486 | $3,024+48.3% | $3,985+12.6% | $4,027+11.4% |
| Admin fee / account holder | $1,009 | $4,835-79.1% | $6,832-85.2% | $5,403-81.3% |