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 | $36,169 | $79,633-54.6% | $93,789-61.4% | $68,494-47.2% |
| Participation rate | 100.0% | 75.4%+24.6pp | 81.0%+19.0pp | 67.9%+32.1pp |
| Annual return | -16.58% | -0.10%-16.5pp | -11.33%-5.3pp | -7.84%-8.7pp |
| Employer contribution / active EE | $7,769 | $3,665+112.0% | $4,323+79.7% | $2,596+199.2% |
| Participant deferral / active EE | $3,149 | $5,158-38.9% | $6,094-48.3% | $4,027-21.8% |
| Admin fee / account holder | $2,484 | $6,871-63.9% | $7,195-65.5% | $5,403-54.0% |