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 | $30,221 | $48,265-37.4% | $68,791-56.1% | $68,494-55.9% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -15.07% | -12.71%-2.4pp | -6.38%-8.7pp | -7.84%-7.2pp |
| Employer contribution / active EE | $3,467 | $1,829+89.6% | $2,655+30.6% | $2,596+33.6% |
| Participant deferral / active EE | $1,511 | $2,867-47.3% | $3,941-61.6% | $4,027-62.5% |
| Admin fee / account holder | $2,147 | $4,355-50.7% | $4,932-56.5% | $5,403-60.3% |