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 | $72,843 | $142,344-48.8% | $119,609-39.1% | $134,475-45.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.47% | -12.44%-5.0pp | -14.97%-2.5pp | 417.96%-435.4pp |
| Employer contribution / active EE | $1,925 | $5,222-63.1% | $4,232-54.5% | $4,740-59.4% |
| Participant deferral / active EE | $3,366 | $6,469-48.0% | $5,602-39.9% | $6,400-47.4% |
| Admin fee / account holder | $7,168 | $13,584-47.2% | $10,323-30.6% | $11,426-37.3% |