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 | $23,476 | $85,790-72.6% | $67,313-65.1% | $135,375-82.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -1.00% | -0.54%-0.5pp | -4.08%+3.1pp | 519.73%-520.7pp |
| Employer contribution / active EE | $1,615 | $3,487-53.7% | $2,566-37.1% | $4,779-66.2% |
| Participant deferral / active EE | $2,558 | $4,651-45.0% | $3,568-28.3% | $5,609-54.4% |
| Admin fee / account holder | $6,478 | $6,392+1.3% | $4,507+43.7% | $10,827-40.2% |