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 | $35,409 | $71,883-50.7% | $86,677-59.1% | $68,494-48.3% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -14.47% | 3.52%-18.0pp | 35.91%-50.4pp | -7.84%-6.6pp |
| Employer contribution / active EE | $1,878 | $2,173-13.6% | $2,836-33.8% | $2,596-27.7% |
| Participant deferral / active EE | $3,129 | $3,779-17.2% | $4,656-32.8% | $4,027-22.3% |
| Admin fee / account holder | $895 | $6,112-85.4% | $7,493-88.1% | $5,403-83.4% |