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 | $17,411 | $82,286-78.8% | $68,791-74.7% | $134,475-87.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -6.71% | -2.19%-4.5pp | -6.38%-0.3pp | 417.96%-424.7pp |
| Employer contribution / active EE | $1,525 | $3,301-53.8% | $2,655-42.5% | $4,740-67.8% |
| Participant deferral / active EE | $1,303 | $4,739-72.5% | $3,941-66.9% | $6,400-79.6% |
| Admin fee / account holder | $344 | $6,481-94.7% | $4,932-93.0% | $11,426-97.0% |