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 | $69,842 | $67,214+3.9% | $61,491+13.6% | $134,475-48.1% |
| Participation rate | 100.0% | 83.7%+16.3pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.55% | -12.08%-2.5pp | -12.98%-1.6pp | 417.96%-432.5pp |
| Employer contribution / active EE | $3,783 | $4,974-24.0% | $4,246-10.9% | $4,740-20.2% |
| Participant deferral / active EE | $11,298 | $6,103+85.1% | $5,188+117.8% | $6,400+76.5% |
| Admin fee / account holder | $969 | $4,610-79.0% | $4,312-77.5% | $11,426-91.5% |