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 | $40,070 | $54,350-26.3% | $82,719-51.6% | $68,494-41.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -14.41% | -13.67%-0.7pp | 701.18%-715.6pp | -7.84%-6.6pp |
| Employer contribution / active EE | $3,210 | $2,218+44.7% | $3,009+6.7% | $2,596+23.7% |
| Participant deferral / active EE | $2,027 | $3,246-37.6% | $4,395-53.9% | $4,027-49.7% |
| Admin fee / account holder | $1,756 | $4,395-60.0% | $5,329-67.0% | $5,403-67.5% |