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 | $18,958 | $54,350-65.1% | $82,719-77.1% | $68,494-72.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -16.16% | -13.67%-2.5pp | 701.18%-717.3pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,619 | $2,218-27.0% | $3,009-46.2% | $2,596-37.6% |
| Participant deferral / active EE | $3,778 | $3,246+16.4% | $4,395-14.0% | $4,027-6.2% |
| Admin fee / account holder | $518 | $4,395-88.2% | $5,329-90.3% | $5,403-90.4% |