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 | $16,353 | $95,862-82.9% | $79,550-79.4% | $134,475-87.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -12.92% | -2.69%-10.2pp | 0.16%-13.1pp | 417.96%-430.9pp |
| Employer contribution / active EE | $1,029 | $3,128-67.1% | $2,413-57.4% | $4,740-78.3% |
| Participant deferral / active EE | $3,343 | $4,693-28.8% | $3,985-16.1% | $6,400-47.8% |
| Admin fee / account holder | $8,464 | $9,126-7.3% | $6,832+23.9% | $11,426-25.9% |