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 | $54,532 | $82,286-33.7% | $68,791-20.7% | $134,475-59.4% |
| Participation rate | 83.3% | 75.1%+8.3pp | 69.0%+14.3pp | 81.2%+2.1pp |
| Annual return | -19.66% | -2.19%-17.5pp | -6.38%-13.3pp | 417.96%-437.6pp |
| Employer contribution / active EE | $4,517 | $3,301+36.8% | $2,655+70.1% | $4,740-4.7% |
| Participant deferral / active EE | $2,892 | $4,739-39.0% | $3,941-26.6% | $6,400-54.8% |
| Admin fee / account holder | $300 | $6,481-95.4% | $4,932-93.9% | $11,426-97.4% |