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 | $31,583 | $46,674-32.3% | $117,472-73.1% | $68,494-53.9% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -3.54% | -14.52%+11.0pp | 29.74%-33.3pp | -7.84%+4.3pp |
| Employer contribution / active EE | $1,020 | $1,505-32.2% | $4,176-75.6% | $2,596-60.7% |
| Participant deferral / active EE | $1,020 | $2,636-61.3% | $4,070-74.9% | $4,027-74.7% |
| Admin fee / account holder | $4,325 | $4,020+7.6% | $5,645-23.4% | $5,403-19.9% |