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 | $49,678 | $142,344-65.1% | $119,609-58.5% | $134,475-63.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.69% | -12.44%-2.2pp | -14.97%+0.3pp | 417.96%-432.7pp |
| Employer contribution / active EE | $7,359 | $5,222+40.9% | $4,232+73.9% | $4,740+55.3% |
| Participant deferral / active EE | $5,639 | $6,469-12.8% | $5,602+0.7% | $6,400-11.9% |
| Admin fee / account holder | $21,833 | $13,584+60.7% | $10,323+111.5% | $11,426+91.1% |