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 | $34,928 | $85,790-59.3% | $67,313-48.1% | $135,375-74.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.58% | -0.54%-6.0pp | -4.08%-2.5pp | 519.73%-526.3pp |
| Employer contribution / active EE | $1,605 | $3,487-54.0% | $2,566-37.4% | $4,779-66.4% |
| Participant deferral / active EE | $2,756 | $4,651-40.7% | $3,568-22.8% | $5,609-50.9% |
| Admin fee / account holder | $355 | $6,392-94.4% | $4,507-92.1% | $10,827-96.7% |