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 | $39,469 | $64,707-39.0% | $112,228-64.8% | $68,494-42.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -12.32% | -11.40%-0.9pp | 27.45%-39.8pp | -7.84%-4.5pp |
| Employer contribution / active EE | $2,021 | $2,746-26.4% | $3,635-44.4% | $2,596-22.2% |
| Participant deferral / active EE | $1,801 | $3,565-49.5% | $4,728-61.9% | $4,027-55.3% |
| Admin fee / account holder | $3,286 | $5,232-37.2% | $6,410-48.7% | $5,403-39.2% |