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 | $72,827 | $90,519-19.5% | $93,789-22.4% | $134,475-45.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -16.63% | -15.72%-0.9pp | -11.33%-5.3pp | 417.96%-434.6pp |
| Employer contribution / active EE | $4,653 | $4,343+7.1% | $4,323+7.6% | $4,740-1.8% |
| Participant deferral / active EE | $13,034 | $5,978+118.0% | $6,094+113.9% | $6,400+103.7% |
| Admin fee / account holder | $396 | $9,252-95.7% | $7,195-94.5% | $11,426-96.5% |