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 | $56,380 | $105,860-46.7% | $90,749-37.9% | $134,475-58.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -17.74% | -11.01%-6.7pp | -12.16%-5.6pp | 417.96%-435.7pp |
| Employer contribution / active EE | $1,297 | $3,462-62.5% | $2,921-55.6% | $4,740-72.6% |
| Participant deferral / active EE | $3,939 | $5,216-24.5% | $4,564-13.7% | $6,400-38.5% |
| Admin fee / account holder | $668 | $13,938-95.2% | $8,445-92.1% | $11,426-94.2% |