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 | $37,850 | $95,862-60.5% | $79,550-52.4% | $134,475-71.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.20% | -2.69%-14.5pp | 0.16%-17.4pp | 417.96%-435.2pp |
| Employer contribution / active EE | $1,210 | $3,128-61.3% | $2,413-49.9% | $4,740-74.5% |
| Participant deferral / active EE | $5,372 | $4,693+14.5% | $3,985+34.8% | $6,400-16.1% |
| Admin fee / account holder | $13,758 | $9,126+50.8% | $6,832+101.4% | $11,426+20.4% |