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 9-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 | $52,361 | $73,867-29.1% | $143,757-63.6% | $68,494-23.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.49% | 1.01%-16.5pp | -0.04%-15.5pp | -7.84%-7.6pp |
| Employer contribution / active EE | $2,154 | $3,184-32.3% | $4,951-56.5% | $2,596-17.0% |
| Participant deferral / active EE | $4,144 | $3,384+22.4% | $5,637-26.5% | $4,027+2.9% |
| Admin fee / account holder | $12,386 | $5,755+115.2% | $14,673-15.6% | $5,403+129.3% |