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 9-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 | $60,401 | $73,867-18.2% | $143,757-58.0% | $68,494-11.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.34% | 1.01%-14.4pp | -0.04%-13.3pp | -7.84%-5.5pp |
| Employer contribution / active EE | $1,015 | $3,184-68.1% | $4,951-79.5% | $2,596-60.9% |
| Participant deferral / active EE | $2,056 | $3,384-39.2% | $5,637-63.5% | $4,027-48.9% |
| Admin fee / account holder | $34,848 | $5,755+505.6% | $14,673+137.5% | $5,403+545.0% |