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 | $54,150 | $95,862-43.5% | $79,550-31.9% | $134,475-59.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -12.85% | -2.69%-10.2pp | 0.16%-13.0pp | 417.96%-430.8pp |
| Employer contribution / active EE | $871 | $3,128-72.1% | $2,413-63.9% | $4,740-81.6% |
| Participant deferral / active EE | $3,312 | $4,693-29.4% | $3,985-16.9% | $6,400-48.2% |
| Admin fee / account holder | $952 | $9,126-89.6% | $6,832-86.1% | $11,426-91.7% |