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 | $38,155 | $82,286-53.6% | $68,791-44.5% | $134,475-71.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -19.62% | -2.19%-17.4pp | -6.38%-13.2pp | 417.96%-437.6pp |
| Employer contribution / active EE | $6,956 | $3,301+110.7% | $2,655+162.0% | $4,740+46.8% |
| Participant deferral / active EE | $6,547 | $4,739+38.2% | $3,941+66.1% | $6,400+2.3% |
| Admin fee / account holder | $2,762 | $6,481-57.4% | $4,932-44.0% | $11,426-75.8% |