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 | $43,440 | $95,862-54.7% | $79,550-45.4% | $134,475-67.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -14.44% | -2.69%-11.8pp | 0.16%-14.6pp | 417.96%-432.4pp |
| Employer contribution / active EE | $1,106 | $3,128-64.6% | $2,413-54.2% | $4,740-76.7% |
| Participant deferral / active EE | $5,097 | $4,693+8.6% | $3,985+27.9% | $6,400-20.4% |
| Admin fee / account holder | $4,502 | $9,126-50.7% | $6,832-34.1% | $11,426-60.6% |