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 | $81,181 | $142,344-43.0% | $119,609-32.1% | $134,475-39.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.33% | -12.44%-3.9pp | -14.97%-1.4pp | 417.96%-434.3pp |
| Employer contribution / active EE | $3,675 | $5,222-29.6% | $4,232-13.2% | $4,740-22.5% |
| Participant deferral / active EE | $7,400 | $6,469+14.4% | $5,602+32.1% | $6,400+15.6% |
| Admin fee / account holder | $918 | $13,584-93.2% | $10,323-91.1% | $11,426-92.0% |