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 | $64,234 | $142,344-54.9% | $119,609-46.3% | $134,475-52.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.45% | -12.44%-5.0pp | -14.97%-2.5pp | 417.96%-435.4pp |
| Employer contribution / active EE | $2,136 | $5,222-59.1% | $4,232-49.5% | $4,740-54.9% |
| Participant deferral / active EE | $7,578 | $6,469+17.1% | $5,602+35.3% | $6,400+18.4% |
| Admin fee / account holder | $5,683 | $13,584-58.2% | $10,323-45.0% | $11,426-50.3% |