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 | $22,222 | $82,286-73.0% | $68,791-67.7% | $134,475-83.5% |
| Participation rate | 91.7% | 75.1%+16.6pp | 69.0%+22.6pp | 81.2%+10.4pp |
| Annual return | -9.00% | -2.19%-6.8pp | -6.38%-2.6pp | 417.96%-427.0pp |
| Employer contribution / active EE | $2,333 | $3,301-29.3% | $2,655-12.1% | $4,740-50.8% |
| Participant deferral / active EE | $1,652 | $4,739-65.1% | $3,941-58.1% | $6,400-74.2% |
| Admin fee / account holder | $21,253 | $6,481+227.9% | $4,932+330.9% | $11,426+86.0% |