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 | $128,742 | $95,862+34.3% | $79,550+61.8% | $134,475-4.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.62% | -2.69%-14.9pp | 0.16%-17.8pp | 417.96%-435.6pp |
| Employer contribution / active EE | $8,338 | $3,128+166.5% | $2,413+245.5% | $4,740+75.9% |
| Participant deferral / active EE | $8,506 | $4,693+81.2% | $3,985+113.4% | $6,400+32.9% |
| Admin fee / account holder | $1,049 | $9,126-88.5% | $6,832-84.6% | $11,426-90.8% |