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 | $36,916 | $27,641+33.6% | $61,373-39.9% | $68,494-46.1% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -18.31% | -13.24%-5.1pp | 338.61%-356.9pp | -7.84%-10.5pp |
| Employer contribution / active EE | $773 | $695+11.1% | $1,159-33.3% | $2,596-70.2% |
| Participant deferral / active EE | $2,520 | $1,263+99.5% | $2,125+18.6% | $4,027-37.4% |
| Admin fee / account holder | $2,573 | $2,010+28.0% | $2,130+20.8% | $5,403-52.4% |