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 | $30,732 | $142,344-78.4% | $119,609-74.3% | $134,475-77.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.42% | -12.44%-6.0pp | -14.97%-3.5pp | 417.96%-436.4pp |
| Employer contribution / active EE | $1,351 | $5,222-74.1% | $4,232-68.1% | $4,740-71.5% |
| Participant deferral / active EE | $4,251 | $6,469-34.3% | $5,602-24.1% | $6,400-33.6% |
| Admin fee / account holder | $22,334 | $13,584+64.4% | $10,323+116.3% | $11,426+95.5% |