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 | $22,135 | $42,894-48.4% | $60,874-63.6% | $68,494-67.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -12.07% | -13.98%+1.9pp | 16.90%-29.0pp | -7.84%-4.2pp |
| Employer contribution / active EE | $1,536 | $1,978-22.4% | $2,701-43.2% | $2,596-40.8% |
| Participant deferral / active EE | $2,979 | $2,867+3.9% | $3,817-22.0% | $4,027-26.0% |
| Admin fee / account holder | $5,759 | $3,101+85.7% | $3,224+78.6% | $5,403+6.6% |