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 | $12,663 | $91,911-86.2% | $68,793-81.6% | $135,375-90.6% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -7.08% | -8.22%+1.1pp | -4.63%-2.5pp | 519.73%-526.8pp |
| Employer contribution / active EE | $1,643 | $3,924-58.1% | $2,625-37.4% | $4,779-65.6% |
| Participant deferral / active EE | $1,235 | $4,315-71.4% | $3,311-62.7% | $5,609-78.0% |
| Admin fee / account holder | $1,921 | $9,240-79.2% | $5,131-62.6% | $10,827-82.3% |