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 | $32,513 | $42,894-24.2% | $60,874-46.6% | $68,494-52.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -11.03% | -13.98%+3.0pp | 16.90%-27.9pp | -7.84%-3.2pp |
| Employer contribution / active EE | $2,230 | $1,978+12.7% | $2,701-17.5% | $2,596-14.1% |
| Participant deferral / active EE | $3,125 | $2,867+9.0% | $3,817-18.1% | $4,027-22.4% |
| Admin fee / account holder | $1,277 | $3,101-58.8% | $3,224-60.4% | $5,403-76.4% |