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 | $21,332 | $54,726-61.0% | $68,793-69.0% | $64,186-66.8% |
| Participation rate | 100.0% | 68.0%+32.0pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -4.36% | -1.62%-2.7pp | -4.63%+0.3pp | 7.63%-12.0pp |
| Employer contribution / active EE | $2,011 | $1,846+8.9% | $2,625-23.4% | $2,381-15.5% |
| Participant deferral / active EE | $1,301 | $2,626-50.4% | $3,311-60.7% | $3,470-62.5% |
| Admin fee / account holder | $720 | $4,027-82.1% | $5,131-86.0% | $4,888-85.3% |