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 | $39,752 | $95,862-58.5% | $79,550-50.0% | $134,475-70.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -13.42% | -2.69%-10.7pp | 0.16%-13.6pp | 417.96%-431.4pp |
| Employer contribution / active EE | $1,170 | $3,128-62.6% | $2,413-51.5% | $4,740-75.3% |
| Participant deferral / active EE | $3,153 | $4,693-32.8% | $3,985-20.9% | $6,400-50.7% |
| Admin fee / account holder | $848 | $9,126-90.7% | $6,832-87.6% | $11,426-92.6% |