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 | $33,861 | $72,404-53.2% | $110,238-69.3% | $64,186-47.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -6.99% | -6.29%-0.7pp | 314.74%-321.7pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,523 | $2,282-33.3% | $3,826-60.2% | $2,381-36.0% |
| Participant deferral / active EE | $4,377 | $3,469+26.2% | $4,672-6.3% | $3,470+26.2% |
| Admin fee / account holder | $349 | $5,664-93.8% | $8,547-95.9% | $4,888-92.9% |