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 | $37,944 | $42,548-10.8% | $74,550-49.1% | $56,287-32.6% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.1%+30.9pp | 69.9%+30.1pp |
| Annual return | -7.23% | 12.40%-19.6pp | 32.53%-39.8pp | -9.96%+2.7pp |
| Employer contribution / active EE | $854 | $855-0.1% | $1,961-56.4% | $2,111-59.5% |
| Participant deferral / active EE | $2,248 | $2,277-1.3% | $3,108-27.7% | $3,350-32.9% |
| Admin fee / account holder | $1,880 | $467+302.4% | $5,060-62.8% | $521+260.8% |