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 | $93,975 | $129,942-27.7% | $104,294-9.9% | $134,475-30.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -14.77% | 42.03%-56.8pp | 24.61%-39.4pp | 417.96%-432.7pp |
| Employer contribution / active EE | $2,085 | $4,184-50.2% | $3,372-38.2% | $4,740-56.0% |
| Participant deferral / active EE | $5,959 | $5,588+6.6% | $4,625+28.9% | $6,400-6.9% |
| Admin fee / account holder | $3,310 | $9,323-64.5% | $7,339-54.9% | $11,426-71.0% |