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 9-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 | $70,456 | $142,344-50.5% | $119,609-41.1% | $134,475-47.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.80% | -12.44%-4.4pp | -14.97%-1.8pp | 417.96%-434.8pp |
| Employer contribution / active EE | $3,160 | $5,222-39.5% | $4,232-25.3% | $4,740-33.3% |
| Participant deferral / active EE | $6,356 | $6,469-1.8% | $5,602+13.5% | $6,400-0.7% |
| Admin fee / account holder | $628 | $13,584-95.4% | $10,323-93.9% | $11,426-94.5% |