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 | $119,106 | $142,344-16.3% | $119,609-0.4% | $134,475-11.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -12.61% | -12.44%-0.2pp | -14.97%+2.4pp | 417.96%-430.6pp |
| Employer contribution / active EE | $7,559 | $5,222+44.7% | $4,232+78.6% | $4,740+59.5% |
| Participant deferral / active EE | $10,314 | $6,469+59.4% | $5,602+84.1% | $6,400+61.2% |
| Admin fee / account holder | $1,406 | $13,584-89.6% | $10,323-86.4% | $11,426-87.7% |