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 | $69,914 | $142,344-50.9% | $119,609-41.5% | $134,475-48.0% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -19.93% | -12.44%-7.5pp | -14.97%-5.0pp | 417.96%-437.9pp |
| Employer contribution / active EE | $4,328 | $5,222-17.1% | $4,232+2.3% | $4,740-8.7% |
| Participant deferral / active EE | $15,582 | $6,469+140.9% | $5,602+178.2% | $6,400+143.5% |
| Admin fee / account holder | $3,666 | $13,584-73.0% | $10,323-64.5% | $11,426-67.9% |