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 | $58,345 | $73,867-21.0% | $143,757-59.4% | $68,494-14.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.29% | 1.01%-15.3pp | -0.04%-14.3pp | -7.84%-6.4pp |
| Employer contribution / active EE | $2,755 | $3,184-13.5% | $4,951-44.4% | $2,596+6.1% |
| Participant deferral / active EE | $2,517 | $3,384-25.6% | $5,637-55.3% | $4,027-37.5% |
| Admin fee / account holder | $4,452 | $5,755-22.6% | $14,673-69.7% | $5,403-17.6% |