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 | $69,665 | $91,911-24.2% | $68,793+1.3% | $135,375-48.5% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -3.72% | -8.22%+4.5pp | -4.63%+0.9pp | 519.73%-523.5pp |
| Employer contribution / active EE | $2,517 | $3,924-35.8% | $2,625-4.1% | $4,779-47.3% |
| Participant deferral / active EE | $1,361 | $4,315-68.5% | $3,311-58.9% | $5,609-75.7% |
| Admin fee / account holder | $979 | $9,240-89.4% | $5,131-80.9% | $10,827-91.0% |