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 | $13,007 | $49,177-73.5% | $79,464-83.6% | $64,186-79.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -6.12% | -1.16%-5.0pp | 718.14%-724.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,247 | $2,076-39.9% | $2,800-55.5% | $2,381-47.6% |
| Participant deferral / active EE | $2,276 | $2,821-19.3% | $3,704-38.6% | $3,470-34.4% |
| Admin fee / account holder | $728 | $3,839-81.0% | $5,113-85.8% | $4,888-85.1% |