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 7-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 | $10,819 | $73,867-85.4% | $143,757-92.5% | $68,494-84.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.98% | 1.01%-19.0pp | -0.04%-17.9pp | -7.84%-10.1pp |
| Employer contribution / active EE | $1,803 | $3,184-43.4% | $4,951-63.6% | $2,596-30.6% |
| Participant deferral / active EE | $2,238 | $3,384-33.9% | $5,637-60.3% | $4,027-44.4% |
| Admin fee / account holder | $3,766 | $5,755-34.6% | $14,673-74.3% | $5,403-30.3% |