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 | $84,633 | $95,862-11.7% | $79,550+6.4% | $134,475-37.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -20.10% | -2.69%-17.4pp | 0.16%-20.3pp | 417.96%-438.1pp |
| Employer contribution / active EE | $1,661 | $3,128-46.9% | $2,413-31.2% | $4,740-65.0% |
| Participant deferral / active EE | $4,841 | $4,693+3.2% | $3,985+21.5% | $6,400-24.4% |
| Admin fee / account holder | $333 | $9,126-96.3% | $6,832-95.1% | $11,426-97.1% |