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 9-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 | $55,948 | $105,860-47.1% | $90,749-38.3% | $134,475-58.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -14.56% | -11.01%-3.5pp | -12.16%-2.4pp | 417.96%-432.5pp |
| Employer contribution / active EE | $2,502 | $3,462-27.7% | $2,921-14.3% | $4,740-47.2% |
| Participant deferral / active EE | $4,672 | $5,216-10.4% | $4,564+2.4% | $6,400-27.0% |
| Admin fee / account holder | $23,094 | $13,938+65.7% | $8,445+173.5% | $11,426+102.1% |