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 | $38,526 | $142,344-72.9% | $119,609-67.8% | $134,475-71.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.56% | -12.44%-7.1pp | -14.97%-4.6pp | 417.96%-437.5pp |
| Employer contribution / active EE | $1,398 | $5,222-73.2% | $4,232-67.0% | $4,740-70.5% |
| Participant deferral / active EE | $3,093 | $6,469-52.2% | $5,602-44.8% | $6,400-51.7% |
| Admin fee / account holder | $458 | $13,584-96.6% | $10,323-95.6% | $11,426-96.0% |