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 | $47,204 | $142,344-66.8% | $119,609-60.5% | $134,475-64.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.57% | -12.44%-2.1pp | -14.97%+0.4pp | 417.96%-432.5pp |
| Employer contribution / active EE | $4,775 | $5,222-8.6% | $4,232+12.8% | $4,740+0.8% |
| Participant deferral / active EE | $2,730 | $6,469-57.8% | $5,602-51.3% | $6,400-57.3% |
| Admin fee / account holder | $951 | $13,584-93.0% | $10,323-90.8% | $11,426-91.7% |