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 | $35,917 | $95,862-62.5% | $79,550-54.9% | $134,475-73.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -19.47% | -2.69%-16.8pp | 0.16%-19.6pp | 417.96%-437.4pp |
| Employer contribution / active EE | $1,634 | $3,128-47.8% | $2,413-32.3% | $4,740-65.5% |
| Participant deferral / active EE | $3,309 | $4,693-29.5% | $3,985-17.0% | $6,400-48.3% |
| Admin fee / account holder | $1,359 | $9,126-85.1% | $6,832-80.1% | $11,426-88.1% |