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 | $13,585 | $46,674-70.9% | $117,472-88.4% | $68,494-80.2% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -17.33% | -14.52%-2.8pp | 29.74%-47.1pp | -7.84%-9.5pp |
| Employer contribution / active EE | $716 | $1,505-52.4% | $4,176-82.9% | $2,596-72.4% |
| Participant deferral / active EE | $0 | $2,636-100.0% | $4,070-100.0% | $4,027-100.0% |
| Admin fee / account holder | $439 | $4,020-89.1% | $5,645-92.2% | $5,403-91.9% |