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 | $32,695 | $73,867-55.7% | $143,757-77.3% | $68,494-52.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -18.30% | 1.01%-19.3pp | -0.04%-18.3pp | -7.84%-10.5pp |
| Employer contribution / active EE | $1,352 | $3,184-57.5% | $4,951-72.7% | $2,596-47.9% |
| Participant deferral / active EE | $6,056 | $3,384+78.9% | $5,637+7.4% | $4,027+50.4% |
| Admin fee / account holder | $998 | $5,755-82.7% | $14,673-93.2% | $5,403-81.5% |