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 | $36,145 | $105,860-65.9% | $90,749-60.2% | $134,475-73.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -13.99% | -11.01%-3.0pp | -12.16%-1.8pp | 417.96%-432.0pp |
| Employer contribution / active EE | $3,093 | $3,462-10.7% | $2,921+5.9% | $4,740-34.8% |
| Participant deferral / active EE | $6,836 | $5,216+31.1% | $4,564+49.8% | $6,400+6.8% |
| Admin fee / account holder | $603 | $13,938-95.7% | $8,445-92.9% | $11,426-94.7% |