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 | $24,819 | $158,817-84.4% | $121,196-79.5% | $135,375-81.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -8.82% | -0.64%-8.2pp | 16.93%-25.8pp | 519.73%-528.6pp |
| Employer contribution / active EE | $1,918 | $5,665-66.1% | $4,022-52.3% | $4,779-59.9% |
| Participant deferral / active EE | $2,209 | $4,005-44.9% | $3,344-34.0% | $5,609-60.6% |
| Admin fee / account holder | $2,549 | $6,512-60.9% | $5,019-49.2% | $10,827-76.5% |