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 | $58,785 | $71,883-18.2% | $86,677-32.2% | $68,494-14.2% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -14.77% | 3.52%-18.3pp | 35.91%-50.7pp | -7.84%-6.9pp |
| Employer contribution / active EE | $1,333 | $2,173-38.7% | $2,836-53.0% | $2,596-48.7% |
| Participant deferral / active EE | $3,685 | $3,779-2.5% | $4,656-20.9% | $4,027-8.5% |
| Admin fee / account holder | $9,516 | $6,112+55.7% | $7,493+27.0% | $5,403+76.1% |