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 | $44,387 | $54,229-18.1% | $70,092-36.7% | $68,494-35.2% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -15.07% | -13.87%-1.2pp | 190.73%-205.8pp | -7.84%-7.2pp |
| Employer contribution / active EE | $1,884 | $2,018-6.7% | $2,559-26.4% | $2,596-27.5% |
| Participant deferral / active EE | $2,752 | $2,956-6.9% | $3,849-28.5% | $4,027-31.7% |
| Admin fee / account holder | $2,838 | $4,694-39.5% | $6,267-54.7% | $5,403-47.5% |