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 | $44,041 | $79,633-44.7% | $93,789-53.0% | $68,494-35.7% |
| Participation rate | 100.0% | 75.4%+24.6pp | 81.0%+19.0pp | 67.9%+32.1pp |
| Annual return | -14.65% | -0.10%-14.6pp | -11.33%-3.3pp | -7.84%-6.8pp |
| Employer contribution / active EE | $3,719 | $3,665+1.5% | $4,323-14.0% | $2,596+43.2% |
| Participant deferral / active EE | $4,128 | $5,158-20.0% | $6,094-32.3% | $4,027+2.5% |
| Admin fee / account holder | $14,213 | $6,871+106.8% | $7,195+97.5% | $5,403+163.1% |