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 4-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 | $43,332 | $73,867-41.3% | $143,757-69.9% | $68,494-36.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.71% | 1.01%-14.7pp | -0.04%-13.7pp | -7.84%-5.9pp |
| Employer contribution / active EE | $1,867 | $3,184-41.4% | $4,951-62.3% | $2,596-28.1% |
| Participant deferral / active EE | $2,671 | $3,384-21.1% | $5,637-52.6% | $4,027-33.7% |
| Admin fee / account holder | $3,013 | $5,755-47.6% | $14,673-79.5% | $5,403-44.2% |