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 | $40,618 | $64,707-37.2% | $112,228-63.8% | $68,494-40.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -16.24% | -11.40%-4.8pp | 27.45%-43.7pp | -7.84%-8.4pp |
| Employer contribution / active EE | $2,081 | $2,746-24.2% | $3,635-42.8% | $2,596-19.9% |
| Participant deferral / active EE | $3,880 | $3,565+8.8% | $4,728-17.9% | $4,027-3.7% |
| Admin fee / account holder | $2,297 | $5,232-56.1% | $6,410-64.2% | $5,403-57.5% |