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 | $80,380 | $167,307-52.0% | $143,757-44.1% | $134,475-40.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.66% | 0.46%-17.1pp | -0.04%-16.6pp | 417.96%-434.6pp |
| Employer contribution / active EE | $2,840 | $5,619-49.5% | $4,951-42.6% | $4,740-40.1% |
| Participant deferral / active EE | $5,371 | $6,446-16.7% | $5,637-4.7% | $6,400-16.1% |
| Admin fee / account holder | $970 | $18,088-94.6% | $14,673-93.4% | $11,426-91.5% |