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 | $21,625 | $95,862-77.4% | $79,550-72.8% | $134,475-83.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -11.08% | -2.69%-8.4pp | 0.16%-11.2pp | 417.96%-429.0pp |
| Employer contribution / active EE | $3,312 | $3,128+5.9% | $2,413+37.2% | $4,740-30.1% |
| Participant deferral / active EE | $10,007 | $4,693+113.2% | $3,985+151.1% | $6,400+56.4% |
| Admin fee / account holder | $710 | $9,126-92.2% | $6,832-89.6% | $11,426-93.8% |