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 | $26,975 | $142,344-81.0% | $119,609-77.4% | $134,475-79.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.94% | -12.44%-3.5pp | -14.97%-1.0pp | 417.96%-433.9pp |
| Employer contribution / active EE | $1,905 | $5,222-63.5% | $4,232-55.0% | $4,740-59.8% |
| Participant deferral / active EE | $5,534 | $6,469-14.5% | $5,602-1.2% | $6,400-13.5% |
| Admin fee / account holder | $349 | $13,584-97.4% | $10,323-96.6% | $11,426-96.9% |