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 | $29,111 | $42,894-32.1% | $60,874-52.2% | $68,494-57.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -9.38% | -13.98%+4.6pp | 16.90%-26.3pp | -7.84%-1.5pp |
| Employer contribution / active EE | $2,843 | $1,978+43.7% | $2,701+5.3% | $2,596+9.5% |
| Participant deferral / active EE | $3,671 | $2,867+28.0% | $3,817-3.8% | $4,027-8.9% |
| Admin fee / account holder | $410 | $3,101-86.8% | $3,224-87.3% | $5,403-92.4% |