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 | $53,647 | $54,350-1.3% | $82,719-35.1% | $68,494-21.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -15.11% | -13.67%-1.4pp | 701.18%-716.3pp | -7.84%-7.3pp |
| Employer contribution / active EE | $2,669 | $2,218+20.3% | $3,009-11.3% | $2,596+2.8% |
| Participant deferral / active EE | $2,348 | $3,246-27.7% | $4,395-46.6% | $4,027-41.7% |
| Admin fee / account holder | $1,153 | $4,395-73.8% | $5,329-78.4% | $5,403-78.7% |