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 | $36,579 | $54,350-32.7% | $82,719-55.8% | $68,494-46.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -17.18% | -13.67%-3.5pp | 701.18%-718.4pp | -7.84%-9.3pp |
| Employer contribution / active EE | $2,279 | $2,218+2.7% | $3,009-24.3% | $2,596-12.2% |
| Participant deferral / active EE | $5,207 | $3,246+60.4% | $4,395+18.5% | $4,027+29.3% |
| Admin fee / account holder | $1,140 | $4,395-74.1% | $5,329-78.6% | $5,403-78.9% |