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 | $28,284 | $142,344-80.1% | $119,609-76.4% | $134,475-79.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.56% | -12.44%-5.1pp | -14.97%-2.6pp | 417.96%-435.5pp |
| Employer contribution / active EE | $4,429 | $5,222-15.2% | $4,232+4.7% | $4,740-6.5% |
| Participant deferral / active EE | $3,995 | $6,469-38.2% | $5,602-28.7% | $6,400-37.6% |
| Admin fee / account holder | $3,018 | $13,584-77.8% | $10,323-70.8% | $11,426-73.6% |