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 | $29,495 | $107,791-72.6% | $90,645-67.5% | $135,375-78.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -7.01% | -0.90%-6.1pp | 1.88%-8.9pp | 519.73%-526.7pp |
| Employer contribution / active EE | $1,389 | $3,018-54.0% | $2,532-45.1% | $4,779-70.9% |
| Participant deferral / active EE | $2,888 | $3,872-25.4% | $3,425-15.7% | $5,609-48.5% |
| Admin fee / account holder | $1,015 | $5,930-82.9% | $4,994-79.7% | $10,827-90.6% |