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 | $21,971 | $50,958-56.9% | $74,550-70.5% | $64,186-65.8% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -6.00% | -1.86%-4.1pp | 32.53%-38.5pp | 7.63%-13.6pp |
| Employer contribution / active EE | $2,092 | $1,115+87.5% | $1,961+6.7% | $2,381-12.1% |
| Participant deferral / active EE | $4,362 | $2,301+89.5% | $3,108+40.4% | $3,470+25.7% |
| Admin fee / account holder | $4,071 | $4,223-3.6% | $5,060-19.5% | $4,888-16.7% |