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 | $25,816 | $158,817-83.7% | $121,196-78.7% | $135,375-80.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -4.86% | -0.64%-4.2pp | 16.93%-21.8pp | 519.73%-524.6pp |
| Employer contribution / active EE | $2,264 | $5,665-60.0% | $4,022-43.7% | $4,779-52.6% |
| Participant deferral / active EE | $2,763 | $4,005-31.0% | $3,344-17.4% | $5,609-50.7% |
| Admin fee / account holder | $2,082 | $6,512-68.0% | $5,019-58.5% | $10,827-80.8% |