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 | $39,995 | $73,867-45.9% | $143,757-72.2% | $68,494-41.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.76% | 1.01%-16.8pp | -0.04%-15.7pp | -7.84%-7.9pp |
| Employer contribution / active EE | $2,477 | $3,184-22.2% | $4,951-50.0% | $2,596-4.6% |
| Participant deferral / active EE | $4,797 | $3,384+41.7% | $5,637-14.9% | $4,027+19.1% |
| Admin fee / account holder | $1,534 | $5,755-73.4% | $14,673-89.5% | $5,403-71.6% |