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 | $32,660 | $48,265-32.3% | $68,791-52.5% | $68,494-52.3% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -18.24% | -12.71%-5.5pp | -6.38%-11.9pp | -7.84%-10.4pp |
| Employer contribution / active EE | $1,882 | $1,829+2.9% | $2,655-29.1% | $2,596-27.5% |
| Participant deferral / active EE | $3,126 | $2,867+9.0% | $3,941-20.7% | $4,027-22.4% |
| Admin fee / account holder | $614 | $4,355-85.9% | $4,932-87.5% | $5,403-88.6% |