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 | $71,831 | $142,344-49.5% | $119,609-39.9% | $134,475-46.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.95% | -12.44%-6.5pp | -14.97%-4.0pp | 417.96%-436.9pp |
| Employer contribution / active EE | $9,171 | $5,222+75.6% | $4,232+116.7% | $4,740+93.5% |
| Participant deferral / active EE | $8,356 | $6,469+29.2% | $5,602+49.2% | $6,400+30.6% |
| Admin fee / account holder | $760 | $13,584-94.4% | $10,323-92.6% | $11,426-93.4% |