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 | $23,527 | $42,894-45.2% | $60,874-61.4% | $68,494-65.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -16.67% | -13.98%-2.7pp | 16.90%-33.6pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,443 | $1,978-27.1% | $2,701-46.6% | $2,596-44.4% |
| Participant deferral / active EE | $3,217 | $2,867+12.2% | $3,817-15.7% | $4,027-20.1% |
| Admin fee / account holder | $1,141 | $3,101-63.2% | $3,224-64.6% | $5,403-78.9% |