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 | $40,932 | $73,867-44.6% | $143,757-71.5% | $68,494-40.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -12.19% | 1.01%-13.2pp | -0.04%-12.2pp | -7.84%-4.3pp |
| Employer contribution / active EE | $1,365 | $3,184-57.1% | $4,951-72.4% | $2,596-47.4% |
| Participant deferral / active EE | $2,356 | $3,384-30.4% | $5,637-58.2% | $4,027-41.5% |
| Admin fee / account holder | $11,845 | $5,755+105.8% | $14,673-19.3% | $5,403+119.2% |