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 | $70,197 | $82,286-14.7% | $68,791+2.0% | $134,475-47.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -11.16% | -2.19%-9.0pp | -6.38%-4.8pp | 417.96%-429.1pp |
| Employer contribution / active EE | $1,437 | $3,301-56.5% | $2,655-45.9% | $4,740-69.7% |
| Participant deferral / active EE | $10,779 | $4,739+127.5% | $3,941+173.5% | $6,400+68.4% |
| Admin fee / account holder | $350 | $6,481-94.6% | $4,932-92.9% | $11,426-96.9% |