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 | $78,874 | $105,860-25.5% | $90,749-13.1% | $134,475-41.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -16.70% | -11.01%-5.7pp | -12.16%-4.5pp | 417.96%-434.7pp |
| Employer contribution / active EE | $1,578 | $3,462-54.4% | $2,921-46.0% | $4,740-66.7% |
| Participant deferral / active EE | $4,738 | $5,216-9.2% | $4,564+3.8% | $6,400-26.0% |
| Admin fee / account holder | $1,263 | $13,938-90.9% | $8,445-85.0% | $11,426-88.9% |