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 | $16,119 | $54,350-70.3% | $82,719-80.5% | $68,494-76.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -15.17% | -13.67%-1.5pp | 701.18%-716.3pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,009 | $2,218-54.5% | $3,009-66.5% | $2,596-61.1% |
| Participant deferral / active EE | $1,829 | $3,246-43.7% | $4,395-58.4% | $4,027-54.6% |
| Admin fee / account holder | $414 | $4,395-90.6% | $5,329-92.2% | $5,403-92.3% |