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 | $23,818 | $49,177-51.6% | $79,464-70.0% | $64,186-62.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -2.58% | -1.16%-1.4pp | 718.14%-720.7pp | 7.63%-10.2pp |
| Employer contribution / active EE | $1,091 | $2,076-47.5% | $2,800-61.0% | $2,381-54.2% |
| Participant deferral / active EE | $2,386 | $2,821-15.4% | $3,704-35.6% | $3,470-31.2% |
| Admin fee / account holder | $9,269 | $3,839+141.5% | $5,113+81.3% | $4,888+89.6% |