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 | $47,537 | $95,862-50.4% | $79,550-40.2% | $134,475-64.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.65% | -2.69%-14.0pp | 0.16%-16.8pp | 417.96%-434.6pp |
| Employer contribution / active EE | $13,173 | $3,128+321.1% | $2,413+445.9% | $4,740+177.9% |
| Participant deferral / active EE | $4,443 | $4,693-5.3% | $3,985+11.5% | $6,400-30.6% |
| Admin fee / account holder | $1,269 | $9,126-86.1% | $6,832-81.4% | $11,426-88.9% |