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 | $129,039 | $142,344-9.3% | $119,609+7.9% | $134,475-4.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.89% | -12.44%-2.5pp | -14.97%+0.1pp | 417.96%-432.9pp |
| Employer contribution / active EE | $17,218 | $5,222+229.7% | $4,232+306.9% | $4,740+263.3% |
| Participant deferral / active EE | $9,238 | $6,469+42.8% | $5,602+64.9% | $6,400+44.4% |
| Admin fee / account holder | $23,866 | $13,584+75.7% | $10,323+131.2% | $11,426+108.9% |