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 8-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 | $21,376 | $73,867-71.1% | $143,757-85.1% | $68,494-68.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.47% | 1.01%-15.5pp | -0.04%-14.4pp | -7.84%-6.6pp |
| Employer contribution / active EE | $3,703 | $3,184+16.3% | $4,951-25.2% | $2,596+42.6% |
| Participant deferral / active EE | $2,410 | $3,384-28.8% | $5,637-57.2% | $4,027-40.2% |
| Admin fee / account holder | $2,142 | $5,755-62.8% | $14,673-85.4% | $5,403-60.3% |