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 | $34,581 | $105,860-67.3% | $90,749-61.9% | $134,475-74.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -14.72% | -11.01%-3.7pp | -12.16%-2.6pp | 417.96%-432.7pp |
| Employer contribution / active EE | $1,325 | $3,462-61.7% | $2,921-54.6% | $4,740-72.0% |
| Participant deferral / active EE | $3,225 | $5,216-38.2% | $4,564-29.3% | $6,400-49.6% |
| Admin fee / account holder | $717 | $13,938-94.9% | $8,445-91.5% | $11,426-93.7% |