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 | $35,637 | $105,860-66.3% | $90,749-60.7% | $134,475-73.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -19.13% | -11.01%-8.1pp | -12.16%-7.0pp | 417.96%-437.1pp |
| Employer contribution / active EE | $2,290 | $3,462-33.8% | $2,921-21.6% | $4,740-51.7% |
| Participant deferral / active EE | $5,587 | $5,216+7.1% | $4,564+22.4% | $6,400-12.7% |
| Admin fee / account holder | $1,575 | $13,938-88.7% | $8,445-81.4% | $11,426-86.2% |