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 | $58,385 | $73,867-21.0% | $143,757-59.4% | $68,494-14.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -11.06% | 1.01%-12.1pp | -0.04%-11.0pp | -7.84%-3.2pp |
| Employer contribution / active EE | $990 | $3,184-68.9% | $4,951-80.0% | $2,596-61.9% |
| Participant deferral / active EE | $1,303 | $3,384-61.5% | $5,637-76.9% | $4,027-67.7% |
| Admin fee / account holder | $1,295 | $5,755-77.5% | $14,673-91.2% | $5,403-76.0% |