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 | $19,893 | $85,790-76.8% | $67,313-70.4% | $135,375-85.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.64% | -0.54%-7.1pp | -4.08%-3.6pp | 519.73%-527.4pp |
| Employer contribution / active EE | $1,259 | $3,487-63.9% | $2,566-50.9% | $4,779-73.6% |
| Participant deferral / active EE | $1,288 | $4,651-72.3% | $3,568-63.9% | $5,609-77.0% |
| Admin fee / account holder | $2,381 | $6,392-62.8% | $4,507-47.2% | $10,827-78.0% |