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 | $18,894 | $46,674-59.5% | $117,472-83.9% | $68,494-72.4% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -17.09% | -14.52%-2.6pp | 29.74%-46.8pp | -7.84%-9.2pp |
| Employer contribution / active EE | $1,719 | $1,505+14.2% | $4,176-58.8% | $2,596-33.8% |
| Participant deferral / active EE | $1,408 | $2,636-46.6% | $4,070-65.4% | $4,027-65.0% |
| Admin fee / account holder | $346 | $4,020-91.4% | $5,645-93.9% | $5,403-93.6% |