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 | $79,636 | $142,344-44.1% | $119,609-33.4% | $134,475-40.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.06% | -12.44%-6.6pp | -14.97%-4.1pp | 417.96%-437.0pp |
| Employer contribution / active EE | $3,877 | $5,222-25.8% | $4,232-8.4% | $4,740-18.2% |
| Participant deferral / active EE | $10,780 | $6,469+66.6% | $5,602+92.4% | $6,400+68.4% |
| Admin fee / account holder | $2,390 | $13,584-82.4% | $10,323-76.8% | $11,426-79.1% |