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 | $32,980 | $142,344-76.8% | $119,609-72.4% | $134,475-75.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -9.56% | -12.44%+2.9pp | -14.97%+5.4pp | 417.96%-427.5pp |
| Employer contribution / active EE | $2,196 | $5,222-57.9% | $4,232-48.1% | $4,740-53.7% |
| Participant deferral / active EE | $4,955 | $6,469-23.4% | $5,602-11.6% | $6,400-22.6% |
| Admin fee / account holder | $36,810 | $13,584+171.0% | $10,323+256.6% | $11,426+222.2% |