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 | $22,821 | $158,817-85.6% | $121,196-81.2% | $135,375-83.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -7.72% | -0.64%-7.1pp | 16.93%-24.6pp | 519.73%-527.5pp |
| Employer contribution / active EE | $1,324 | $5,665-76.6% | $4,022-67.1% | $4,779-72.3% |
| Participant deferral / active EE | $2,910 | $4,005-27.3% | $3,344-13.0% | $5,609-48.1% |
| Admin fee / account holder | $1,795 | $6,512-72.4% | $5,019-64.2% | $10,827-83.4% |