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 | $36,739 | $110,094-66.6% | $151,611-75.8% | $68,494-46.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -13.05% | -10.12%-2.9pp | 3.33%-16.4pp | -7.84%-5.2pp |
| Employer contribution / active EE | $2,839 | $4,471-36.5% | $6,166-54.0% | $2,596+9.3% |
| Participant deferral / active EE | $4,017 | $6,527-38.5% | $8,363-52.0% | $4,027-0.2% |
| Admin fee / account holder | $844 | $7,719-89.1% | $11,616-92.7% | $5,403-84.4% |