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 | $21,948 | $85,790-74.4% | $67,313-67.4% | $135,375-83.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.49% | -0.54%-7.9pp | -4.08%-4.4pp | 519.73%-528.2pp |
| Employer contribution / active EE | $4,429 | $3,487+27.0% | $2,566+72.6% | $4,779-7.3% |
| Participant deferral / active EE | $3,888 | $4,651-16.4% | $3,568+9.0% | $5,609-30.7% |
| Admin fee / account holder | $2,353 | $6,392-63.2% | $4,507-47.8% | $10,827-78.3% |