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 | $58,057 | $105,860-45.2% | $90,749-36.0% | $134,475-56.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -14.27% | -11.01%-3.3pp | -12.16%-2.1pp | 417.96%-432.2pp |
| Employer contribution / active EE | $1,165 | $3,462-66.3% | $2,921-60.1% | $4,740-75.4% |
| Participant deferral / active EE | $2,909 | $5,216-44.2% | $4,564-36.3% | $6,400-54.5% |
| Admin fee / account holder | $561 | $13,938-96.0% | $8,445-93.4% | $11,426-95.1% |