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 | $36,750 | $175,600-79.1% | $129,110-71.5% | $134,475-72.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -15.02% | -11.39%-3.6pp | -10.94%-4.1pp | 417.96%-433.0pp |
| Employer contribution / active EE | $2,521 | $6,355-60.3% | $5,052-50.1% | $4,740-46.8% |
| Participant deferral / active EE | $7,869 | $7,975-1.3% | $6,542+20.3% | $6,400+23.0% |
| Admin fee / account holder | $3,736 | $23,567-84.1% | $14,302-73.9% | $11,426-67.3% |