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 | $79,104 | $142,344-44.4% | $119,609-33.9% | $134,475-41.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -10.91% | -12.44%+1.5pp | -14.97%+4.1pp | 417.96%-428.9pp |
| Employer contribution / active EE | $11,031 | $5,222+111.2% | $4,232+160.7% | $4,740+132.7% |
| Participant deferral / active EE | $10,538 | $6,469+62.9% | $5,602+88.1% | $6,400+64.7% |
| Admin fee / account holder | $3,377 | $13,584-75.1% | $10,323-67.3% | $11,426-70.4% |