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 | $68,474 | $158,817-56.9% | $121,196-43.5% | $135,375-49.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -3.45% | -0.64%-2.8pp | 16.93%-20.4pp | 519.73%-523.2pp |
| Employer contribution / active EE | $442 | $5,665-92.2% | $4,022-89.0% | $4,779-90.8% |
| Participant deferral / active EE | $1,664 | $4,005-58.5% | $3,344-50.3% | $5,609-70.3% |
| Admin fee / account holder | $10,006 | $6,512+53.6% | $5,019+99.4% | $10,827-7.6% |