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 | $80,396 | $142,344-43.5% | $119,609-32.8% | $134,475-40.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.54% | -12.44%-2.1pp | -14.97%+0.4pp | 417.96%-432.5pp |
| Employer contribution / active EE | $2,534 | $5,222-51.5% | $4,232-40.1% | $4,740-46.5% |
| Participant deferral / active EE | $5,257 | $6,469-18.7% | $5,602-6.2% | $6,400-17.9% |
| Admin fee / account holder | $2,667 | $13,584-80.4% | $10,323-74.2% | $11,426-76.7% |