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 | $54,561 | $175,600-68.9% | $129,110-57.7% | $134,475-59.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -15.97% | -11.39%-4.6pp | -10.94%-5.0pp | 417.96%-433.9pp |
| Employer contribution / active EE | $3,794 | $6,355-40.3% | $5,052-24.9% | $4,740-19.9% |
| Participant deferral / active EE | $8,433 | $7,975+5.7% | $6,542+28.9% | $6,400+31.8% |
| Admin fee / account holder | $501 | $23,567-97.9% | $14,302-96.5% | $11,426-95.6% |