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 | $44,445 | $95,862-53.6% | $79,550-44.1% | $134,475-66.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.84% | -2.69%-15.2pp | 0.16%-18.0pp | 417.96%-435.8pp |
| Employer contribution / active EE | $1,947 | $3,128-37.7% | $2,413-19.3% | $4,740-58.9% |
| Participant deferral / active EE | $5,761 | $4,693+22.8% | $3,985+44.6% | $6,400-10.0% |
| Admin fee / account holder | $541 | $9,126-94.1% | $6,832-92.1% | $11,426-95.3% |