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 | $21,463 | $69,010-68.9% | $159,960-86.6% | $68,494-68.7% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -1.64% | -9.65%+8.0pp | 408.60%-410.2pp | -7.84%+6.2pp |
| Employer contribution / active EE | $1,397 | $2,213-36.9% | $4,226-66.9% | $2,596-46.2% |
| Participant deferral / active EE | $2,141 | $4,212-49.2% | $6,182-65.4% | $4,027-46.8% |
| Admin fee / account holder | $5,546 | $4,798+15.6% | $8,698-36.2% | $5,403+2.6% |