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 | $16,179 | $85,790-81.1% | $67,313-76.0% | $135,375-88.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -3.41% | -0.54%-2.9pp | -4.08%+0.7pp | 519.73%-523.1pp |
| Employer contribution / active EE | $833 | $3,487-76.1% | $2,566-67.5% | $4,779-82.6% |
| Participant deferral / active EE | $1,937 | $4,651-58.4% | $3,568-45.7% | $5,609-65.5% |
| Admin fee / account holder | $604 | $6,392-90.5% | $4,507-86.6% | $10,827-94.4% |