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 | $27,429 | $71,883-61.8% | $86,677-68.4% | $68,494-60.0% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -9.67% | 3.52%-13.2pp | 35.91%-45.6pp | -7.84%-1.8pp |
| Employer contribution / active EE | $2,301 | $2,173+5.9% | $2,836-18.9% | $2,596-11.4% |
| Participant deferral / active EE | $3,202 | $3,779-15.3% | $4,656-31.2% | $4,027-20.5% |
| Admin fee / account holder | $2,411 | $6,112-60.5% | $7,493-67.8% | $5,403-55.4% |