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 | $22,514 | $49,177-54.2% | $79,464-71.7% | $64,186-64.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -3.97% | -1.16%-2.8pp | 718.14%-722.1pp | 7.63%-11.6pp |
| Employer contribution / active EE | $1,268 | $2,076-38.9% | $2,800-54.7% | $2,381-46.7% |
| Participant deferral / active EE | $1,761 | $2,821-37.6% | $3,704-52.5% | $3,470-49.2% |
| Admin fee / account holder | $860 | $3,839-77.6% | $5,113-83.2% | $4,888-82.4% |