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 | $10,434 | $73,867-85.9% | $143,757-92.7% | $68,494-84.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.94% | 1.01%-15.9pp | -0.04%-14.9pp | -7.84%-7.1pp |
| Employer contribution / active EE | $548 | $3,184-82.8% | $4,951-88.9% | $2,596-78.9% |
| Participant deferral / active EE | $1,984 | $3,384-41.4% | $5,637-64.8% | $4,027-50.7% |
| Admin fee / account holder | $13,988 | $5,755+143.1% | $14,673-4.7% | $5,403+158.9% |