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 | $44,769 | $95,862-53.3% | $79,550-43.7% | $134,475-66.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -14.86% | -2.69%-12.2pp | 0.16%-15.0pp | 417.96%-432.8pp |
| Employer contribution / active EE | $2,698 | $3,128-13.7% | $2,413+11.8% | $4,740-43.1% |
| Participant deferral / active EE | $7,681 | $4,693+63.7% | $3,985+92.7% | $6,400+20.0% |
| Admin fee / account holder | $5,801 | $9,126-36.4% | $6,832-15.1% | $11,426-49.2% |