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 9-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 | $39,261 | $59,805-34.4% | $79,550-50.6% | $68,494-42.7% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -18.26% | -12.30%-6.0pp | 0.16%-18.4pp | -7.84%-10.4pp |
| Employer contribution / active EE | $1,861 | $1,505+23.7% | $2,413-22.9% | $2,596-28.3% |
| Participant deferral / active EE | $3,158 | $3,024+4.4% | $3,985-20.7% | $4,027-21.6% |
| Admin fee / account holder | $1,387 | $4,835-71.3% | $6,832-79.7% | $5,403-74.3% |