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 | $34,054 | $54,350-37.3% | $82,719-58.8% | $68,494-50.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -15.70% | -13.67%-2.0pp | 701.18%-716.9pp | -7.84%-7.9pp |
| Employer contribution / active EE | $4,591 | $2,218+107.0% | $3,009+52.6% | $2,596+76.8% |
| Participant deferral / active EE | $1,773 | $3,246-45.4% | $4,395-59.7% | $4,027-56.0% |
| Admin fee / account holder | $12,672 | $4,395+188.3% | $5,329+137.8% | $5,403+134.6% |