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 | $32,132 | $46,674-31.2% | $117,472-72.6% | $68,494-53.1% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -13.13% | -14.52%+1.4pp | 29.74%-42.9pp | -7.84%-5.3pp |
| Employer contribution / active EE | $1,860 | $1,505+23.6% | $4,176-55.5% | $2,596-28.4% |
| Participant deferral / active EE | $3,135 | $2,636+18.9% | $4,070-23.0% | $4,027-22.1% |
| Admin fee / account holder | $2,451 | $4,020-39.0% | $5,645-56.6% | $5,403-54.6% |