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 | $37,534 | $49,177-23.7% | $79,464-52.8% | $64,186-41.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -2.62% | -1.16%-1.5pp | 718.14%-720.8pp | 7.63%-10.2pp |
| Employer contribution / active EE | $2,931 | $2,076+41.2% | $2,800+4.7% | $2,381+23.1% |
| Participant deferral / active EE | $1,091 | $2,821-61.3% | $3,704-70.6% | $3,470-68.6% |
| Admin fee / account holder | $25,531 | $3,839+565.1% | $5,113+399.3% | $4,888+422.3% |