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 | $69,204 | $142,344-51.4% | $119,609-42.1% | $134,475-48.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.89% | -12.44%-3.5pp | -14.97%-0.9pp | 417.96%-433.9pp |
| Employer contribution / active EE | $2,596 | $5,222-50.3% | $4,232-38.7% | $4,740-45.2% |
| Participant deferral / active EE | $4,229 | $6,469-34.6% | $5,602-24.5% | $6,400-33.9% |
| Admin fee / account holder | $545 | $13,584-96.0% | $10,323-94.7% | $11,426-95.2% |