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 | $44,062 | $71,883-38.7% | $86,677-49.2% | $68,494-35.7% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -18.71% | 3.52%-22.2pp | 35.91%-54.6pp | -7.84%-10.9pp |
| Employer contribution / active EE | $3,021 | $2,173+39.0% | $2,836+6.5% | $2,596+16.4% |
| Participant deferral / active EE | $2,796 | $3,779-26.0% | $4,656-39.9% | $4,027-30.6% |
| Admin fee / account holder | $5,830 | $6,112-4.6% | $7,493-22.2% | $5,403+7.9% |