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 | $73,861 | $142,344-48.1% | $119,609-38.2% | $134,475-45.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.81% | -12.44%-3.4pp | -14.97%-0.8pp | 417.96%-433.8pp |
| Employer contribution / active EE | $3,014 | $5,222-42.3% | $4,232-28.8% | $4,740-36.4% |
| Participant deferral / active EE | $3,263 | $6,469-49.6% | $5,602-41.8% | $6,400-49.0% |
| Admin fee / account holder | $333 | $13,584-97.5% | $10,323-96.8% | $11,426-97.1% |