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 | $20,108 | $27,641-27.3% | $61,373-67.2% | $68,494-70.6% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -20.98% | -13.24%-7.7pp | 338.61%-359.6pp | -7.84%-13.1pp |
| Employer contribution / active EE | $615 | $695-11.5% | $1,159-46.9% | $2,596-76.3% |
| Participant deferral / active EE | $1,483 | $1,263+17.4% | $2,125-30.2% | $4,027-63.2% |
| Admin fee / account holder | $931 | $2,010-53.7% | $2,130-56.3% | $5,403-82.8% |