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 | $70,287 | $105,860-33.6% | $90,749-22.5% | $134,475-47.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -18.21% | -11.01%-7.2pp | -12.16%-6.0pp | 417.96%-436.2pp |
| Employer contribution / active EE | $3,154 | $3,462-8.9% | $2,921+8.0% | $4,740-33.4% |
| Participant deferral / active EE | $6,892 | $5,216+32.2% | $4,564+51.0% | $6,400+7.7% |
| Admin fee / account holder | $5,841 | $13,938-58.1% | $8,445-30.8% | $11,426-48.9% |