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 | $25,840 | $73,004-64.6% | $90,749-71.5% | $68,494-62.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -14.33% | -13.81%-0.5pp | -12.16%-2.2pp | -7.84%-6.5pp |
| Employer contribution / active EE | $2,333 | $2,193+6.4% | $2,921-20.1% | $2,596-10.1% |
| Participant deferral / active EE | $4,030 | $3,627+11.1% | $4,564-11.7% | $4,027+0.1% |
| Admin fee / account holder | $5,610 | $5,896-4.9% | $8,445-33.6% | $5,403+3.8% |