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 | $112,560 | $142,344-20.9% | $119,609-5.9% | $134,475-16.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.18% | -12.44%-5.7pp | -14.97%-3.2pp | 417.96%-436.1pp |
| Employer contribution / active EE | $8,295 | $5,222+58.8% | $4,232+96.0% | $4,740+75.0% |
| Participant deferral / active EE | $5,595 | $6,469-13.5% | $5,602-0.1% | $6,400-12.6% |
| Admin fee / account holder | $2,595 | $13,584-80.9% | $10,323-74.9% | $11,426-77.3% |