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 | $28,292 | $42,894-34.0% | $60,874-53.5% | $68,494-58.7% |
| Participation rate | 97.4% | 66.8%+30.6pp | 73.1%+24.3pp | 67.9%+29.5pp |
| Annual return | -15.85% | -13.98%-1.9pp | 16.90%-32.7pp | -7.84%-8.0pp |
| Employer contribution / active EE | $4,207 | $1,978+112.7% | $2,701+55.7% | $2,596+62.0% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,817-100.0% | $4,027-100.0% |
| Admin fee / account holder | $693 | $3,101-77.6% | $3,224-78.5% | $5,403-87.2% |