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 | $33,369 | $167,307-80.1% | $143,757-76.8% | $134,475-75.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.57% | 0.46%-15.0pp | -0.04%-14.5pp | 417.96%-432.5pp |
| Employer contribution / active EE | $1,262 | $5,619-77.5% | $4,951-74.5% | $4,740-73.4% |
| Participant deferral / active EE | $9,386 | $6,446+45.6% | $5,637+66.5% | $6,400+46.7% |
| Admin fee / account holder | $392 | $18,088-97.8% | $14,673-97.3% | $11,426-96.6% |