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 | $45,213 | $73,867-38.8% | $143,757-68.5% | $68,494-34.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -11.16% | 1.01%-12.2pp | -0.04%-11.1pp | -7.84%-3.3pp |
| Employer contribution / active EE | $1,943 | $3,184-39.0% | $4,951-60.8% | $2,596-25.2% |
| Participant deferral / active EE | $4,250 | $3,384+25.6% | $5,637-24.6% | $4,027+5.5% |
| Admin fee / account holder | $802 | $5,755-86.1% | $14,673-94.5% | $5,403-85.1% |