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 | $18,383 | $107,791-82.9% | $90,645-79.7% | $135,375-86.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -3.58% | -0.90%-2.7pp | 1.88%-5.5pp | 519.73%-523.3pp |
| Employer contribution / active EE | $986 | $3,018-67.3% | $2,532-61.0% | $4,779-79.4% |
| Participant deferral / active EE | $3,996 | $3,872+3.2% | $3,425+16.7% | $5,609-28.8% |
| Admin fee / account holder | $47,657 | $5,930+703.7% | $4,994+854.3% | $10,827+340.2% |