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 | $15,636 | $54,350-71.2% | $82,719-81.1% | $68,494-77.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -17.84% | -13.67%-4.2pp | 701.18%-719.0pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,827 | $2,218-17.6% | $3,009-39.3% | $2,596-29.6% |
| Participant deferral / active EE | $2,437 | $3,246-24.9% | $4,395-44.6% | $4,027-39.5% |
| Admin fee / account holder | $707 | $4,395-83.9% | $5,329-86.7% | $5,403-86.9% |