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 | $42,233 | $95,862-55.9% | $79,550-46.9% | $134,475-68.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.74% | -2.69%-13.1pp | 0.16%-15.9pp | 417.96%-433.7pp |
| Employer contribution / active EE | $2,335 | $3,128-25.3% | $2,413-3.2% | $4,740-50.7% |
| Participant deferral / active EE | $6,552 | $4,693+39.6% | $3,985+64.4% | $6,400+2.4% |
| Admin fee / account holder | $702 | $9,126-92.3% | $6,832-89.7% | $11,426-93.9% |