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 | $62,877 | $105,860-40.6% | $90,749-30.7% | $134,475-53.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -14.07% | -11.01%-3.1pp | -12.16%-1.9pp | 417.96%-432.0pp |
| Employer contribution / active EE | $1,493 | $3,462-56.9% | $2,921-48.9% | $4,740-68.5% |
| Participant deferral / active EE | $5,193 | $5,216-0.4% | $4,564+13.8% | $6,400-18.9% |
| Admin fee / account holder | $2,199 | $13,938-84.2% | $8,445-74.0% | $11,426-80.8% |