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 5-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 | $20,518 | $95,862-78.6% | $79,550-74.2% | $134,475-84.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -19.70% | -2.69%-17.0pp | 0.16%-19.9pp | 417.96%-437.7pp |
| Employer contribution / active EE | $733 | $3,128-76.6% | $2,413-69.6% | $4,740-84.5% |
| Participant deferral / active EE | $1,894 | $4,693-59.6% | $3,985-52.5% | $6,400-70.4% |
| Admin fee / account holder | $1,091 | $9,126-88.0% | $6,832-84.0% | $11,426-90.5% |