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 | $16,934 | $59,805-71.7% | $79,550-78.7% | $68,494-75.3% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -18.04% | -12.30%-5.7pp | 0.16%-18.2pp | -7.84%-10.2pp |
| Employer contribution / active EE | $477 | $1,505-68.3% | $2,413-80.2% | $2,596-81.6% |
| Participant deferral / active EE | $2,596 | $3,024-14.2% | $3,985-34.9% | $4,027-35.5% |
| Admin fee / account holder | $866 | $4,835-82.1% | $6,832-87.3% | $5,403-84.0% |