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 | $39,538 | $73,867-46.5% | $143,757-72.5% | $68,494-42.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.14% | 1.01%-17.2pp | -0.04%-16.1pp | -7.84%-8.3pp |
| Employer contribution / active EE | $3,553 | $3,184+11.6% | $4,951-28.2% | $2,596+36.9% |
| Participant deferral / active EE | $5,507 | $3,384+62.7% | $5,637-2.3% | $4,027+36.8% |
| Admin fee / account holder | $4,899 | $5,755-14.9% | $14,673-66.6% | $5,403-9.3% |