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 | $27,887 | $56,357-50.5% | $104,294-73.3% | $68,494-59.3% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | -17.77% | -9.19%-8.6pp | 24.61%-42.4pp | -7.84%-9.9pp |
| Employer contribution / active EE | $2,447 | $1,960+24.9% | $3,372-27.4% | $2,596-5.7% |
| Participant deferral / active EE | $4,561 | $3,077+48.2% | $4,625-1.4% | $4,027+13.3% |
| Admin fee / account holder | $4,272 | $4,903-12.9% | $7,339-41.8% | $5,403-20.9% |