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 | $43,837 | $95,862-54.3% | $79,550-44.9% | $134,475-67.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.73% | -2.69%-14.0pp | 0.16%-16.9pp | 417.96%-434.7pp |
| Employer contribution / active EE | $1,252 | $3,128-60.0% | $2,413-48.1% | $4,740-73.6% |
| Participant deferral / active EE | $1,882 | $4,693-59.9% | $3,985-52.8% | $6,400-70.6% |
| Admin fee / account holder | $1,120 | $9,126-87.7% | $6,832-83.6% | $11,426-90.2% |