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 | $39,425 | $90,320-56.3% | $59,496-33.7% | $125,391-68.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 54.6%+45.4pp | 83.2%+16.8pp |
| Annual return | -3.36% | 369.13%-372.5pp | 182.05%-185.4pp | 282.22%-285.6pp |
| Employer contribution / active EE | $736 | $1,792-58.9% | $1,153-36.1% | $4,866-84.9% |
| Participant deferral / active EE | $2,017 | $2,716-25.8% | $1,829+10.2% | $5,352-62.3% |
| Admin fee / account holder | $595 | $3,063-80.6% | $2,232-73.4% | $9,540-93.8% |