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 | $25,014 | $53,162-52.9% | $91,220-72.6% | $68,494-63.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 73.2%+26.8pp | 67.9%+32.1pp |
| Annual return | -18.55% | -3.14%-15.4pp | 114.01%-132.6pp | -7.84%-10.7pp |
| Employer contribution / active EE | $2,930 | $1,709+71.4% | $2,850+2.8% | $2,596+12.8% |
| Participant deferral / active EE | $4,690 | $2,974+57.7% | $4,234+10.8% | $4,027+16.5% |
| Admin fee / account holder | $647 | $4,493-85.6% | $5,420-88.1% | $5,403-88.0% |