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 | $42,913 | $95,862-55.2% | $79,550-46.1% | $134,475-68.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -4.36% | -2.69%-1.7pp | 0.16%-4.5pp | 417.96%-422.3pp |
| Employer contribution / active EE | $1,166 | $3,128-62.7% | $2,413-51.7% | $4,740-75.4% |
| Participant deferral / active EE | $1,989 | $4,693-57.6% | $3,985-50.1% | $6,400-68.9% |
| Admin fee / account holder | $4,039 | $9,126-55.7% | $6,832-40.9% | $11,426-64.6% |