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 | $101,124 | $142,344-29.0% | $119,609-15.5% | $134,475-24.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.02% | -12.44%-6.6pp | -14.97%-4.0pp | 417.96%-437.0pp |
| Employer contribution / active EE | $1,332 | $5,222-74.5% | $4,232-68.5% | $4,740-71.9% |
| Participant deferral / active EE | $8,551 | $6,469+32.2% | $5,602+52.6% | $6,400+33.6% |
| Admin fee / account holder | $44,004 | $13,584+223.9% | $10,323+326.3% | $11,426+285.1% |