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 | $54,247 | $142,344-61.9% | $119,609-54.6% | $134,475-59.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.97% | -12.44%-6.5pp | -14.97%-4.0pp | 417.96%-436.9pp |
| Employer contribution / active EE | $2,343 | $5,222-55.1% | $4,232-44.6% | $4,740-50.6% |
| Participant deferral / active EE | $10,030 | $6,469+55.0% | $5,602+79.0% | $6,400+56.7% |
| Admin fee / account holder | $7,210 | $13,584-46.9% | $10,323-30.2% | $11,426-36.9% |