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 | $39,085 | $105,860-63.1% | $90,749-56.9% | $134,475-70.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -17.51% | -11.01%-6.5pp | -12.16%-5.3pp | 417.96%-435.5pp |
| Employer contribution / active EE | $973 | $3,462-71.9% | $2,921-66.7% | $4,740-79.5% |
| Participant deferral / active EE | $5,237 | $5,216+0.4% | $4,564+14.7% | $6,400-18.2% |
| Admin fee / account holder | $426 | $13,938-96.9% | $8,445-95.0% | $11,426-96.3% |