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 | $46,506 | $82,286-43.5% | $68,791-32.4% | $134,475-65.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -12.72% | -2.19%-10.5pp | -6.38%-6.3pp | 417.96%-430.7pp |
| Employer contribution / active EE | $2,062 | $3,301-37.5% | $2,655-22.3% | $4,740-56.5% |
| Participant deferral / active EE | $5,125 | $4,739+8.2% | $3,941+30.0% | $6,400-19.9% |
| Admin fee / account holder | $4,802 | $6,481-25.9% | $4,932-2.6% | $11,426-58.0% |