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 | $75,155 | $142,344-47.2% | $119,609-37.2% | $134,475-44.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -6.56% | -12.44%+5.9pp | -14.97%+8.4pp | 417.96%-424.5pp |
| Employer contribution / active EE | $4,780 | $5,222-8.5% | $4,232+12.9% | $4,740+0.8% |
| Participant deferral / active EE | $3,319 | $6,469-48.7% | $5,602-40.8% | $6,400-48.1% |
| Admin fee / account holder | $1,216 | $13,584-91.0% | $10,323-88.2% | $11,426-89.4% |