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 | $15,146 | $25,979-41.7% | $71,735-78.9% | $68,494-77.9% |
| Participation rate | 100.0% | 54.5%+45.5pp | 62.3%+37.7pp | 67.9%+32.1pp |
| Annual return | -16.02% | -15.10%-0.9pp | 9.14%-25.2pp | -7.84%-8.2pp |
| Employer contribution / active EE | $1,953 | $900+116.9% | $1,704+14.6% | $2,596-24.8% |
| Participant deferral / active EE | $1,609 | $1,522+5.7% | $2,658-39.5% | $4,027-60.0% |
| Admin fee / account holder | $1,223 | $2,022-39.5% | $3,974-69.2% | $5,403-77.4% |