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 | $13,253 | $21,287-37.7% | - | $68,494-80.7% |
| Participation rate | 100.0% | 40.3%+59.7pp | - | 67.9%+32.1pp |
| Annual return | 3.94% | -16.24%+20.2pp | - | -7.84%+11.8pp |
| Employer contribution / active EE | $2,742 | $1,123+144.2% | - | $2,596+5.6% |
| Participant deferral / active EE | $1,261 | $1,533-17.7% | - | $4,027-68.7% |
| Admin fee / account holder | $1,101 | $2,220-50.4% | - | $5,403-79.6% |