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 | $85,323 | $142,344-40.1% | $119,609-28.7% | $134,475-36.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -10.77% | -12.44%+1.7pp | -14.97%+4.2pp | 417.96%-428.7pp |
| Employer contribution / active EE | $1,414 | $5,222-72.9% | $4,232-66.6% | $4,740-70.2% |
| Participant deferral / active EE | $5,954 | $6,469-8.0% | $5,602+6.3% | $6,400-7.0% |
| Admin fee / account holder | $4,015 | $13,584-70.4% | $10,323-61.1% | $11,426-64.9% |