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 | $25,930 | $105,860-75.5% | $90,749-71.4% | $134,475-80.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -13.59% | -11.01%-2.6pp | -12.16%-1.4pp | 417.96%-431.5pp |
| Employer contribution / active EE | $2,488 | $3,462-28.1% | $2,921-14.8% | $4,740-47.5% |
| Participant deferral / active EE | $5,724 | $5,216+9.7% | $4,564+25.4% | $6,400-10.6% |
| Admin fee / account holder | $1,382 | $13,938-90.1% | $8,445-83.6% | $11,426-87.9% |