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 | $29,280 | $95,862-69.5% | $79,550-63.2% | $134,475-78.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.60% | -2.69%-12.9pp | 0.16%-15.8pp | 417.96%-433.6pp |
| Employer contribution / active EE | $2,302 | $3,128-26.4% | $2,413-4.6% | $4,740-51.4% |
| Participant deferral / active EE | $2,307 | $4,693-50.8% | $3,985-42.1% | $6,400-63.9% |
| Admin fee / account holder | $1,641 | $9,126-82.0% | $6,832-76.0% | $11,426-85.6% |