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 | $39,994 | $81,900-51.2% | $119,609-66.6% | $68,494-41.6% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -15.01% | -23.82%+8.8pp | -14.97%0pp | -7.84%-7.2pp |
| Employer contribution / active EE | $2,089 | $2,693-22.4% | $4,232-50.6% | $2,596-19.5% |
| Participant deferral / active EE | $2,343 | $4,148-43.5% | $5,602-58.2% | $4,027-41.8% |
| Admin fee / account holder | $411 | $6,582-93.8% | $10,323-96.0% | $5,403-92.4% |