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 | $42,867 | $67,214-36.2% | $61,491-30.3% | $134,475-68.1% |
| Participation rate | 100.0% | 83.7%+16.3pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.86% | -12.08%-4.8pp | -12.98%-3.9pp | 417.96%-434.8pp |
| Employer contribution / active EE | $2,088 | $4,974-58.0% | $4,246-50.8% | $4,740-55.9% |
| Participant deferral / active EE | $2,088 | $6,103-65.8% | $5,188-59.7% | $6,400-67.4% |
| Admin fee / account holder | $1,101 | $4,610-76.1% | $4,312-74.5% | $11,426-90.4% |