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 | $41,287 | $92,222-55.2% | $76,768-46.2% | $135,375-69.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.50% | 5.46%-12.0pp | 2.43%-8.9pp | 519.73%-526.2pp |
| Employer contribution / active EE | $2,332 | $3,216-27.5% | $2,485-6.2% | $4,779-51.2% |
| Participant deferral / active EE | $4,530 | $4,509+0.5% | $3,852+17.6% | $5,609-19.2% |
| Admin fee / account holder | $3,192 | $10,748-70.3% | $6,675-52.2% | $10,827-70.5% |