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 | $26,792 | $73,867-63.7% | $143,757-81.4% | $68,494-60.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.45% | 1.01%-16.5pp | -0.04%-15.4pp | -7.84%-7.6pp |
| Employer contribution / active EE | $3,002 | $3,184-5.7% | $4,951-39.4% | $2,596+15.6% |
| Participant deferral / active EE | $3,938 | $3,384+16.3% | $5,637-30.1% | $4,027-2.2% |
| Admin fee / account holder | $1,692 | $5,755-70.6% | $14,673-88.5% | $5,403-68.7% |