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 | $39,631 | $59,805-33.7% | $79,550-50.2% | $68,494-42.1% |
| Participation rate | 88.0% | 61.1%+26.9pp | 69.5%+18.5pp | 67.9%+20.1pp |
| Annual return | -12.40% | -12.30%-0.1pp | 0.16%-12.6pp | -7.84%-4.6pp |
| Employer contribution / active EE | $8,000 | $1,505+431.6% | $2,413+231.5% | $2,596+208.1% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,027-100.0% |
| Admin fee / account holder | $113,917 | $4,835+2256.2% | $6,832+1567.3% | $5,403+2008.5% |