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 | $47,059 | $91,911-48.8% | $68,793-31.6% | $135,375-65.2% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -9.81% | -8.22%-1.6pp | -4.63%-5.2pp | 519.73%-529.5pp |
| Employer contribution / active EE | $9,642 | $3,924+145.8% | $2,625+267.3% | $4,779+101.8% |
| Participant deferral / active EE | $1,978 | $4,315-54.2% | $3,311-40.2% | $5,609-64.7% |
| Admin fee / account holder | $1,082 | $9,240-88.3% | $5,131-78.9% | $10,827-90.0% |