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 | $38,314 | $48,265-20.6% | $68,791-44.3% | $68,494-44.1% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -13.79% | -12.71%-1.1pp | -6.38%-7.4pp | -7.84%-5.9pp |
| Employer contribution / active EE | $2,348 | $1,829+28.4% | $2,655-11.6% | $2,596-9.6% |
| Participant deferral / active EE | $3,188 | $2,867+11.2% | $3,941-19.1% | $4,027-20.8% |
| Admin fee / account holder | $12,523 | $4,355+187.5% | $4,932+153.9% | $5,403+131.8% |