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 | $29,185 | $158,817-81.6% | $121,196-75.9% | $135,375-78.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -6.31% | -0.64%-5.7pp | 16.93%-23.2pp | 519.73%-526.0pp |
| Employer contribution / active EE | $1,919 | $5,665-66.1% | $4,022-52.3% | $4,779-59.8% |
| Participant deferral / active EE | $5,907 | $4,005+47.5% | $3,344+76.6% | $5,609+5.3% |
| Admin fee / account holder | $720 | $6,512-88.9% | $5,019-85.6% | $10,827-93.3% |