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 | $41,001 | $82,286-50.2% | $68,791-40.4% | $134,475-69.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -18.45% | -2.19%-16.3pp | -6.38%-12.1pp | 417.96%-436.4pp |
| Employer contribution / active EE | $2,576 | $3,301-21.9% | $2,655-3.0% | $4,740-45.6% |
| Participant deferral / active EE | $5,134 | $4,739+8.3% | $3,941+30.3% | $6,400-19.8% |
| Admin fee / account holder | $978 | $6,481-84.9% | $4,932-80.2% | $11,426-91.4% |