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 8-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 | $23,915 | $142,344-83.2% | $119,609-80.0% | $134,475-82.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.78% | -12.44%-3.3pp | -14.97%-0.8pp | 417.96%-433.7pp |
| Employer contribution / active EE | $2,241 | $5,222-57.1% | $4,232-47.1% | $4,740-52.7% |
| Participant deferral / active EE | $8,675 | $6,469+34.1% | $5,602+54.9% | $6,400+35.6% |
| Admin fee / account holder | $28,892 | $13,584+112.7% | $10,323+179.9% | $11,426+152.9% |