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 | $36,366 | $42,894-15.2% | $60,874-40.3% | $68,494-46.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -15.77% | -13.98%-1.8pp | 16.90%-32.7pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,745 | $1,978-11.8% | $2,701-35.4% | $2,596-32.8% |
| Participant deferral / active EE | $3,238 | $2,867+13.0% | $3,817-15.2% | $4,027-19.6% |
| Admin fee / account holder | $998 | $3,101-67.8% | $3,224-69.1% | $5,403-81.5% |