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 | $34,213 | $54,350-37.1% | $82,719-58.6% | $68,494-50.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -14.38% | -13.67%-0.7pp | 701.18%-715.6pp | -7.84%-6.5pp |
| Employer contribution / active EE | $1,739 | $2,218-21.6% | $3,009-42.2% | $2,596-33.0% |
| Participant deferral / active EE | $2,901 | $3,246-10.6% | $4,395-34.0% | $4,027-28.0% |
| Admin fee / account holder | $447 | $4,395-89.8% | $5,329-91.6% | $5,403-91.7% |