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 | $25,830 | $95,971-73.1% | $74,550-65.4% | $135,375-80.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.01% | 56.96%-61.0pp | 32.53%-36.5pp | 519.73%-523.7pp |
| Employer contribution / active EE | $795 | $2,716-70.7% | $1,961-59.5% | $4,779-83.4% |
| Participant deferral / active EE | $1,001 | $3,843-74.0% | $3,108-67.8% | $5,609-82.2% |
| Admin fee / account holder | $4,129 | $6,522-36.7% | $5,060-18.4% | $10,827-61.9% |