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 | $25,082 | $73,867-66.0% | $143,757-82.6% | $68,494-63.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.15% | 1.01%-15.2pp | -0.04%-14.1pp | -7.84%-6.3pp |
| Employer contribution / active EE | $1,592 | $3,184-50.0% | $4,951-67.8% | $2,596-38.7% |
| Participant deferral / active EE | $2,584 | $3,384-23.7% | $5,637-54.2% | $4,027-35.8% |
| Admin fee / account holder | $5,443 | $5,755-5.4% | $14,673-62.9% | $5,403+0.7% |