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 | $31,408 | $27,641+13.6% | $61,373-48.8% | $68,494-54.1% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -13.29% | -13.24%-0.1pp | 338.61%-351.9pp | -7.84%-5.4pp |
| Employer contribution / active EE | $2,008 | $695+188.7% | $1,159+73.2% | $2,596-22.7% |
| Participant deferral / active EE | $1,434 | $1,263+13.5% | $2,125-32.5% | $4,027-64.4% |
| Admin fee / account holder | $375 | $2,010-81.3% | $2,130-82.4% | $5,403-93.1% |