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 | $31,274 | $95,862-67.4% | $79,550-60.7% | $134,475-76.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -13.56% | -2.69%-10.9pp | 0.16%-13.7pp | 417.96%-431.5pp |
| Employer contribution / active EE | $1,194 | $3,128-61.8% | $2,413-50.5% | $4,740-74.8% |
| Participant deferral / active EE | $2,129 | $4,693-54.6% | $3,985-46.6% | $6,400-66.7% |
| Admin fee / account holder | $3,592 | $9,126-60.6% | $6,832-47.4% | $11,426-68.6% |