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 | $94,974 | $142,344-33.3% | $119,609-20.6% | $134,475-29.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -9.54% | -12.44%+2.9pp | -14.97%+5.4pp | 417.96%-427.5pp |
| Employer contribution / active EE | $1,563 | $5,222-70.1% | $4,232-63.1% | $4,740-67.0% |
| Participant deferral / active EE | $11,000 | $6,469+70.0% | $5,602+96.4% | $6,400+71.9% |
| Admin fee / account holder | $5,403 | $13,584-60.2% | $10,323-47.7% | $11,426-52.7% |