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 | $19,410 | $59,805-67.5% | $79,550-75.6% | $68,494-71.7% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -16.47% | -12.30%-4.2pp | 0.16%-16.6pp | -7.84%-8.6pp |
| Employer contribution / active EE | $405 | $1,505-73.1% | $2,413-83.2% | $2,596-84.4% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,027-100.0% |
| Admin fee / account holder | $859 | $4,835-82.2% | $6,832-87.4% | $5,403-84.1% |