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 | $16,520 | $73,867-77.6% | $143,757-88.5% | $68,494-75.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.28% | 1.01%-15.3pp | -0.04%-14.2pp | -7.84%-6.4pp |
| Employer contribution / active EE | $5,967 | $3,184+87.4% | $4,951+20.5% | $2,596+129.8% |
| Participant deferral / active EE | $3,324 | $3,384-1.8% | $5,637-41.0% | $4,027-17.5% |
| Admin fee / account holder | $3,264 | $5,755-43.3% | $14,673-77.8% | $5,403-39.6% |