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 | $70,149 | $105,860-33.7% | $90,749-22.7% | $134,475-47.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -5.58% | -11.01%+5.4pp | -12.16%+6.6pp | 417.96%-423.5pp |
| Employer contribution / active EE | $7,565 | $3,462+118.5% | $2,921+159.0% | $4,740+59.6% |
| Participant deferral / active EE | $3,702 | $5,216-29.0% | $4,564-18.9% | $6,400-42.2% |
| Admin fee / account holder | $4,886 | $13,938-64.9% | $8,445-42.1% | $11,426-57.2% |