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 | $129,543 | $142,344-9.0% | $119,609+8.3% | $134,475-3.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -1.28% | -12.44%+11.2pp | -14.97%+13.7pp | 417.96%-419.2pp |
| Employer contribution / active EE | $8,562 | $5,222+64.0% | $4,232+102.3% | $4,740+80.6% |
| Participant deferral / active EE | $8,518 | $6,469+31.7% | $5,602+52.0% | $6,400+33.1% |
| Admin fee / account holder | $6,676 | $13,584-50.9% | $10,323-35.3% | $11,426-41.6% |