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 | $20,030 | $67,214-70.2% | $61,491-67.4% | $134,475-85.1% |
| Participation rate | 100.0% | 83.7%+16.3pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.11% | -12.08%-6.0pp | -12.98%-5.1pp | 417.96%-436.1pp |
| Employer contribution / active EE | $4,092 | $4,974-17.7% | $4,246-3.6% | $4,740-13.7% |
| Participant deferral / active EE | $4,258 | $6,103-30.2% | $5,188-17.9% | $6,400-33.5% |
| Admin fee / account holder | $526 | $4,610-88.6% | $4,312-87.8% | $11,426-95.4% |