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 | $30,425 | $95,862-68.3% | $79,550-61.8% | $134,475-77.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.58% | -2.69%-12.9pp | 0.16%-15.7pp | 417.96%-433.5pp |
| Employer contribution / active EE | $8,023 | $3,128+156.5% | $2,413+232.5% | $4,740+69.3% |
| Participant deferral / active EE | $3,480 | $4,693-25.8% | $3,985-12.7% | $6,400-45.6% |
| Admin fee / account holder | $8,871 | $9,126-2.8% | $6,832+29.8% | $11,426-22.4% |