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 | $64,190 | $142,344-54.9% | $119,609-46.3% | $134,475-52.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.89% | -12.44%-4.4pp | -14.97%-1.9pp | 417.96%-434.9pp |
| Employer contribution / active EE | $1,418 | $5,222-72.9% | $4,232-66.5% | $4,740-70.1% |
| Participant deferral / active EE | $6,188 | $6,469-4.4% | $5,602+10.5% | $6,400-3.3% |
| Admin fee / account holder | $303 | $13,584-97.8% | $10,323-97.1% | $11,426-97.4% |