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 | $38,404 | $64,707-40.7% | $112,228-65.8% | $68,494-43.9% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -10.96% | -11.40%+0.4pp | 27.45%-38.4pp | -7.84%-3.1pp |
| Employer contribution / active EE | $2,019 | $2,746-26.5% | $3,635-44.4% | $2,596-22.2% |
| Participant deferral / active EE | $4,634 | $3,565+30.0% | $4,728-2.0% | $4,027+15.1% |
| Admin fee / account holder | $20,743 | $5,232+296.5% | $6,410+223.6% | $5,403+283.9% |