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 | $90,413 | $105,860-14.6% | $90,749-0.4% | $134,475-32.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -18.75% | -11.01%-7.7pp | -12.16%-6.6pp | 417.96%-436.7pp |
| Employer contribution / active EE | $3,265 | $3,462-5.7% | $2,921+11.8% | $4,740-31.1% |
| Participant deferral / active EE | $2,045 | $5,216-60.8% | $4,564-55.2% | $6,400-68.0% |
| Admin fee / account holder | $12,000 | $13,938-13.9% | $8,445+42.1% | $11,426+5.0% |