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 | $56,386 | $82,286-31.5% | $68,791-18.0% | $134,475-58.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -19.38% | -2.19%-17.2pp | -6.38%-13.0pp | 417.96%-437.3pp |
| Employer contribution / active EE | $2,336 | $3,301-29.2% | $2,655-12.0% | $4,740-50.7% |
| Participant deferral / active EE | $7,724 | $4,739+63.0% | $3,941+96.0% | $6,400+20.7% |
| Admin fee / account holder | $754 | $6,481-88.4% | $4,932-84.7% | $11,426-93.4% |