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 | $25,380 | $42,383-40.1% | $76,523-66.8% | $64,186-60.5% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | -4.97% | -16.54%+11.6pp | -0.27%-4.7pp | 7.63%-12.6pp |
| Employer contribution / active EE | $1,276 | $1,563-18.4% | $2,647-51.8% | $2,381-46.4% |
| Participant deferral / active EE | $1,890 | $2,566-26.3% | $3,835-50.7% | $3,470-45.5% |
| Admin fee / account holder | $2,832 | $3,198-11.4% | $4,848-41.6% | $4,888-42.1% |