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 | $40,773 | $49,177-17.1% | $79,464-48.7% | $64,186-36.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -2.67% | -1.16%-1.5pp | 718.14%-720.8pp | 7.63%-10.3pp |
| Employer contribution / active EE | $2,781 | $2,076+33.9% | $2,800-0.7% | $2,381+16.8% |
| Participant deferral / active EE | $2,712 | $2,821-3.9% | $3,704-26.8% | $3,470-21.8% |
| Admin fee / account holder | $27,091 | $3,839+605.7% | $5,113+429.9% | $4,888+454.2% |