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 | $21,875 | $95,862-77.2% | $79,550-72.5% | $134,475-83.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -20.36% | -2.69%-17.7pp | 0.16%-20.5pp | 417.96%-438.3pp |
| Employer contribution / active EE | $2,141 | $3,128-31.5% | $2,413-11.3% | $4,740-54.8% |
| Participant deferral / active EE | $3,987 | $4,693-15.0% | $3,9850% | $6,400-37.7% |
| Admin fee / account holder | $1,937 | $9,126-78.8% | $6,832-71.7% | $11,426-83.1% |