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 | $35,493 | $91,911-61.4% | $68,793-48.4% | $135,375-73.8% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -2.41% | -8.22%+5.8pp | -4.63%+2.2pp | 519.73%-522.1pp |
| Employer contribution / active EE | $1,190 | $3,924-69.7% | $2,625-54.7% | $4,779-75.1% |
| Participant deferral / active EE | $1,903 | $4,315-55.9% | $3,311-42.5% | $5,609-66.1% |
| Admin fee / account holder | $28,522 | $9,240+208.7% | $5,131+455.9% | $10,827+163.4% |