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 | $33,518 | $49,177-31.8% | $79,464-57.8% | $64,186-47.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -5.73% | -1.16%-4.6pp | 718.14%-723.9pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,370 | $2,076-34.0% | $2,800-51.1% | $2,381-42.4% |
| Participant deferral / active EE | $1,353 | $2,821-52.0% | $3,704-63.5% | $3,470-61.0% |
| Admin fee / account holder | $948 | $3,839-75.3% | $5,113-81.5% | $4,888-80.6% |