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 | $20,714 | $54,350-61.9% | $82,719-75.0% | $68,494-69.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -14.00% | -13.67%-0.3pp | 701.18%-715.2pp | -7.84%-6.2pp |
| Employer contribution / active EE | $672 | $2,218-69.7% | $3,009-77.7% | $2,596-74.1% |
| Participant deferral / active EE | $2,616 | $3,246-19.4% | $4,395-40.5% | $4,027-35.0% |
| Admin fee / account holder | $830 | $4,395-81.1% | $5,329-84.4% | $5,403-84.6% |