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 | $41,868 | $142,344-70.6% | $119,609-65.0% | $134,475-68.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.52% | -12.44%-5.1pp | -14.97%-2.5pp | 417.96%-435.5pp |
| Employer contribution / active EE | $2,134 | $5,222-59.1% | $4,232-49.6% | $4,740-55.0% |
| Participant deferral / active EE | $2,454 | $6,469-62.1% | $5,602-56.2% | $6,400-61.7% |
| Admin fee / account holder | $371 | $13,584-97.3% | $10,323-96.4% | $11,426-96.8% |