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 | $23,736 | $91,911-74.2% | $68,793-65.5% | $135,375-82.5% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -7.82% | -8.22%+0.4pp | -4.63%-3.2pp | 519.73%-527.6pp |
| Employer contribution / active EE | $2,496 | $3,924-36.4% | $2,625-4.9% | $4,779-47.8% |
| Participant deferral / active EE | $6,815 | $4,315+57.9% | $3,311+105.8% | $5,609+21.5% |
| Admin fee / account holder | $7,084 | $9,240-23.3% | $5,131+38.1% | $10,827-34.6% |