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 | $31,131 | $95,862-67.5% | $79,550-60.9% | $134,475-76.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.39% | -2.69%-12.7pp | 0.16%-15.6pp | 417.96%-433.4pp |
| Employer contribution / active EE | $1,690 | $3,128-46.0% | $2,413-30.0% | $4,740-64.3% |
| Participant deferral / active EE | $3,145 | $4,693-33.0% | $3,985-21.1% | $6,400-50.9% |
| Admin fee / account holder | $1,039 | $9,126-88.6% | $6,832-84.8% | $11,426-90.9% |