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 | $37,945 | $73,004-48.0% | $90,749-58.2% | $68,494-44.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -15.08% | -13.81%-1.3pp | -12.16%-2.9pp | -7.84%-7.2pp |
| Employer contribution / active EE | $2,192 | $2,193-0.1% | $2,921-25.0% | $2,596-15.6% |
| Participant deferral / active EE | $1,602 | $3,627-55.8% | $4,564-64.9% | $4,027-60.2% |
| Admin fee / account holder | $3,683 | $5,896-37.5% | $8,445-56.4% | $5,403-31.8% |