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 | $30,504 | $95,862-68.2% | $79,550-61.7% | $134,475-77.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.63% | -2.69%-15.9pp | 0.16%-18.8pp | 417.96%-436.6pp |
| Employer contribution / active EE | $3,524 | $3,128+12.7% | $2,413+46.0% | $4,740-25.6% |
| Participant deferral / active EE | $4,418 | $4,693-5.9% | $3,985+10.9% | $6,400-31.0% |
| Admin fee / account holder | $601 | $9,126-93.4% | $6,832-91.2% | $11,426-94.7% |