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 | $43,187 | $59,805-27.8% | $79,550-45.7% | $68,494-36.9% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -17.39% | -12.30%-5.1pp | 0.16%-17.6pp | -7.84%-9.6pp |
| Employer contribution / active EE | $6,582 | $1,505+337.4% | $2,413+172.8% | $2,596+153.5% |
| Participant deferral / active EE | $2,952 | $3,024-2.4% | $3,985-25.9% | $4,027-26.7% |
| Admin fee / account holder | $1,988 | $4,835-58.9% | $6,832-70.9% | $5,403-63.2% |