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 | $38,180 | $59,107-35.4% | $86,436-55.8% | $68,494-44.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.91% | -0.23%-13.7pp | 4394.89%-4408.8pp | -7.84%-6.1pp |
| Employer contribution / active EE | $656 | $2,519-74.0% | $3,769-82.6% | $2,596-74.7% |
| Participant deferral / active EE | $5,488 | $5,901-7.0% | $6,952-21.1% | $4,027+36.3% |
| Admin fee / account holder | $4,861 | $5,637-13.8% | $6,731-27.8% | $5,403-10.0% |