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 | $78,177 | $67,214+16.3% | $61,491+27.1% | $134,475-41.9% |
| Participation rate | 100.0% | 83.7%+16.3pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -12.87% | -12.08%-0.8pp | -12.98%+0.1pp | 417.96%-430.8pp |
| Employer contribution / active EE | $3,801 | $4,974-23.6% | $4,246-10.5% | $4,740-19.8% |
| Participant deferral / active EE | $6,024 | $6,103-1.3% | $5,188+16.1% | $6,400-5.9% |
| Admin fee / account holder | $31,391 | $4,610+580.9% | $4,312+628.0% | $11,426+174.7% |