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 | $43,370 | $105,860-59.0% | $90,749-52.2% | $134,475-67.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -10.96% | -11.01%0pp | -12.16%+1.2pp | 417.96%-428.9pp |
| Employer contribution / active EE | $7,209 | $3,462+108.2% | $2,921+146.8% | $4,740+52.1% |
| Participant deferral / active EE | $3,127 | $5,216-40.1% | $4,564-31.5% | $6,400-51.1% |
| Admin fee / account holder | $491 | $13,938-96.5% | $8,445-94.2% | $11,426-95.7% |