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 | $69,688 | $105,860-34.2% | $90,749-23.2% | $134,475-48.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -14.29% | -11.01%-3.3pp | -12.16%-2.1pp | 417.96%-432.3pp |
| Employer contribution / active EE | $1,458 | $3,462-57.9% | $2,921-50.1% | $4,740-69.2% |
| Participant deferral / active EE | $4,807 | $5,216-7.8% | $4,564+5.3% | $6,400-24.9% |
| Admin fee / account holder | $13,184 | $13,938-5.4% | $8,445+56.1% | $11,426+15.4% |