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 | $89,963 | $142,344-36.8% | $119,609-24.8% | $134,475-33.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -9.75% | -12.44%+2.7pp | -14.97%+5.2pp | 417.96%-427.7pp |
| Employer contribution / active EE | $3,182 | $5,222-39.1% | $4,232-24.8% | $4,740-32.9% |
| Participant deferral / active EE | $16,758 | $6,469+159.0% | $5,602+199.1% | $6,400+161.8% |
| Admin fee / account holder | $11,688 | $13,584-14.0% | $10,323+13.2% | $11,426+2.3% |