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 | $54,623 | $59,107-7.6% | $86,436-36.8% | $68,494-20.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.93% | -0.23%-14.7pp | 4394.89%-4409.8pp | -7.84%-7.1pp |
| Employer contribution / active EE | $625 | $2,519-75.2% | $3,769-83.4% | $2,596-75.9% |
| Participant deferral / active EE | $5,821 | $5,901-1.4% | $6,952-16.3% | $4,027+44.5% |
| Admin fee / account holder | $15,200 | $5,637+169.7% | $6,731+125.8% | $5,403+181.3% |