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 | $41,310 | $142,344-71.0% | $119,609-65.5% | $134,475-69.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.91% | -12.44%-6.5pp | -14.97%-3.9pp | 417.96%-436.9pp |
| Employer contribution / active EE | $4,371 | $5,222-16.3% | $4,232+3.3% | $4,740-7.8% |
| Participant deferral / active EE | $5,822 | $6,469-10.0% | $5,602+3.9% | $6,400-9.0% |
| Admin fee / account holder | $675 | $13,584-95.0% | $10,323-93.5% | $11,426-94.1% |