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 | $110,378 | $90,519+21.9% | $93,789+17.7% | $134,475-17.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -16.42% | -15.72%-0.7pp | -11.33%-5.1pp | 417.96%-434.4pp |
| Employer contribution / active EE | $3,263 | $4,343-24.9% | $4,323-24.5% | $4,740-31.1% |
| Participant deferral / active EE | $3,051 | $5,978-49.0% | $6,094-49.9% | $6,400-52.3% |
| Admin fee / account holder | $3,137 | $9,252-66.1% | $7,195-56.4% | $11,426-72.5% |