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 5-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 | $79,451 | $175,600-54.8% | $129,110-38.5% | $134,475-40.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -16.73% | -11.39%-5.3pp | -10.94%-5.8pp | 417.96%-434.7pp |
| Employer contribution / active EE | $3,910 | $6,355-38.5% | $5,052-22.6% | $4,740-17.5% |
| Participant deferral / active EE | $11,228 | $7,975+40.8% | $6,542+71.6% | $6,400+75.4% |
| Admin fee / account holder | $24,302 | $23,567+3.1% | $14,302+69.9% | $11,426+112.7% |