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 | $34,754 | $175,600-80.2% | $129,110-73.1% | $134,475-74.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -17.09% | -11.39%-5.7pp | -10.94%-6.1pp | 417.96%-435.1pp |
| Employer contribution / active EE | $2,138 | $6,355-66.4% | $5,052-57.7% | $4,740-54.9% |
| Participant deferral / active EE | $2,404 | $7,975-69.9% | $6,542-63.3% | $6,400-62.4% |
| Admin fee / account holder | $359 | $23,567-98.5% | $14,302-97.5% | $11,426-96.9% |