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 | $57,180 | $82,286-30.5% | $68,791-16.9% | $134,475-57.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -18.67% | -2.19%-16.5pp | -6.38%-12.3pp | 417.96%-436.6pp |
| Employer contribution / active EE | $1,824 | $3,301-44.7% | $2,655-31.3% | $4,740-61.5% |
| Participant deferral / active EE | $3,886 | $4,739-18.0% | $3,941-1.4% | $6,400-39.3% |
| Admin fee / account holder | $345 | $6,481-94.7% | $4,932-93.0% | $11,426-97.0% |