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 | $44,267 | $81,900-45.9% | $119,609-63.0% | $68,494-35.4% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -17.64% | -23.82%+6.2pp | -14.97%-2.7pp | -7.84%-9.8pp |
| Employer contribution / active EE | $800 | $2,693-70.3% | $4,232-81.1% | $2,596-69.2% |
| Participant deferral / active EE | $2,506 | $4,148-39.6% | $5,602-55.3% | $4,027-37.8% |
| Admin fee / account holder | $16,803 | $6,582+155.3% | $10,323+62.8% | $5,403+211.0% |