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 | $38,074 | $42,894-11.2% | $60,874-37.5% | $68,494-44.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -9.82% | -13.98%+4.2pp | 16.90%-26.7pp | -7.84%-2.0pp |
| Employer contribution / active EE | $700 | $1,978-64.6% | $2,701-74.1% | $2,596-73.1% |
| Participant deferral / active EE | $1,422 | $2,867-50.4% | $3,817-62.7% | $4,027-64.7% |
| Admin fee / account holder | $3,776 | $3,101+21.8% | $3,224+17.1% | $5,403-30.1% |