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 | $15,373 | $73,867-79.2% | $143,757-89.3% | $68,494-77.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.45% | 1.01%-16.5pp | -0.04%-15.4pp | -7.84%-7.6pp |
| Employer contribution / active EE | $2,593 | $3,184-18.6% | $4,951-47.6% | $2,596-0.1% |
| Participant deferral / active EE | $3,939 | $3,384+16.4% | $5,637-30.1% | $4,027-2.2% |
| Admin fee / account holder | $895 | $5,755-84.4% | $14,673-93.9% | $5,403-83.4% |