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 | $61,380 | $73,867-16.9% | $143,757-57.3% | $68,494-10.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.37% | 1.01%-17.4pp | -0.04%-16.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $2,050 | $3,184-35.6% | $4,951-58.6% | $2,596-21.1% |
| Participant deferral / active EE | $3,862 | $3,384+14.1% | $5,637-31.5% | $4,027-4.1% |
| Admin fee / account holder | $3,354 | $5,755-41.7% | $14,673-77.1% | $5,403-37.9% |