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 | $18,946 | $54,350-65.1% | $82,719-77.1% | $68,494-72.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -11.11% | -13.67%+2.6pp | 701.18%-712.3pp | -7.84%-3.3pp |
| Employer contribution / active EE | $3,106 | $2,218+40.0% | $3,009+3.2% | $2,596+19.6% |
| Participant deferral / active EE | $1,952 | $3,246-39.9% | $4,395-55.6% | $4,027-51.5% |
| Admin fee / account holder | $2,257 | $4,395-48.7% | $5,329-57.6% | $5,403-58.2% |