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 | $30,087 | $59,805-49.7% | $79,550-62.2% | $68,494-56.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -13.18% | -12.30%-0.9pp | 0.16%-13.3pp | -7.84%-5.3pp |
| Employer contribution / active EE | $1,312 | $1,505-12.8% | $2,413-45.6% | $2,596-49.5% |
| Participant deferral / active EE | $1,644 | $3,024-45.6% | $3,985-58.7% | $4,027-59.2% |
| Admin fee / account holder | $17,098 | $4,835+253.7% | $6,832+150.3% | $5,403+216.5% |