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 | $10,560 | $42,894-75.4% | $60,874-82.7% | $68,494-84.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -15.81% | -13.98%-1.8pp | 16.90%-32.7pp | -7.84%-8.0pp |
| Employer contribution / active EE | $1,398 | $1,978-29.3% | $2,701-48.3% | $2,596-46.2% |
| Participant deferral / active EE | $2,117 | $2,867-26.1% | $3,817-44.5% | $4,027-47.4% |
| Admin fee / account holder | $489 | $3,101-84.2% | $3,224-84.8% | $5,403-90.9% |