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 | $33,531 | $95,862-65.0% | $79,550-57.8% | $134,475-75.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -4.63% | -2.69%-1.9pp | 0.16%-4.8pp | 417.96%-422.6pp |
| Employer contribution / active EE | $1,592 | $3,128-49.1% | $2,413-34.0% | $4,740-66.4% |
| Participant deferral / active EE | $2,397 | $4,693-48.9% | $3,985-39.9% | $6,400-62.5% |
| Admin fee / account holder | $19,195 | $9,126+110.3% | $6,832+180.9% | $11,426+68.0% |