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 | $28,507 | $142,344-80.0% | $119,609-76.2% | $134,475-78.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.21% | -12.44%-2.8pp | -14.97%-0.2pp | 417.96%-433.2pp |
| Employer contribution / active EE | $2,470 | $5,222-52.7% | $4,232-41.6% | $4,740-47.9% |
| Participant deferral / active EE | $3,648 | $6,469-43.6% | $5,602-34.9% | $6,400-43.0% |
| Admin fee / account holder | $405 | $13,584-97.0% | $10,323-96.1% | $11,426-96.5% |