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 6-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 | $22,852 | $73,867-69.1% | $143,757-84.1% | $68,494-66.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.71% | 1.01%-17.7pp | -0.04%-16.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,832 | $3,184-42.5% | $4,951-63.0% | $2,596-29.4% |
| Participant deferral / active EE | $3,169 | $3,384-6.4% | $5,637-43.8% | $4,027-21.3% |
| Admin fee / account holder | $2,210 | $5,755-61.6% | $14,673-84.9% | $5,403-59.1% |