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 | $43,726 | $73,867-40.8% | $143,757-69.6% | $68,494-36.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.50% | 1.01%-15.5pp | -0.04%-14.5pp | -7.84%-6.7pp |
| Employer contribution / active EE | $2,432 | $3,184-23.6% | $4,951-50.9% | $2,596-6.3% |
| Participant deferral / active EE | $3,604 | $3,384+6.5% | $5,637-36.1% | $4,027-10.5% |
| Admin fee / account holder | $2,377 | $5,755-58.7% | $14,673-83.8% | $5,403-56.0% |