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 | $34,534 | $95,862-64.0% | $79,550-56.6% | $134,475-74.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -10.84% | -2.69%-8.2pp | 0.16%-11.0pp | 417.96%-428.8pp |
| Employer contribution / active EE | $1,128 | $3,128-63.9% | $2,413-53.3% | $4,740-76.2% |
| Participant deferral / active EE | $2,778 | $4,693-40.8% | $3,985-30.3% | $6,400-56.6% |
| Admin fee / account holder | $1,850 | $9,126-79.7% | $6,832-72.9% | $11,426-83.8% |