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 5-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 | $10,485 | $54,350-80.7% | $82,719-87.3% | $68,494-84.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -17.78% | -13.67%-4.1pp | 701.18%-719.0pp | -7.84%-9.9pp |
| Employer contribution / active EE | $2,739 | $2,218+23.5% | $3,009-9.0% | $2,596+5.5% |
| Participant deferral / active EE | $1,301 | $3,246-59.9% | $4,395-70.4% | $4,027-67.7% |
| Admin fee / account holder | $1,916 | $4,395-56.4% | $5,329-64.0% | $5,403-64.5% |