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 9-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 | $39,951 | $71,883-44.4% | $86,677-53.9% | $68,494-41.7% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -14.05% | 3.52%-17.6pp | 35.91%-50.0pp | -7.84%-6.2pp |
| Employer contribution / active EE | $1,214 | $2,173-44.1% | $2,836-57.2% | $2,596-53.2% |
| Participant deferral / active EE | $3,732 | $3,779-1.2% | $4,656-19.8% | $4,027-7.3% |
| Admin fee / account holder | $1,204 | $6,112-80.3% | $7,493-83.9% | $5,403-77.7% |