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 | $57,336 | $142,344-59.7% | $119,609-52.1% | $134,475-57.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -12.70% | -12.44%-0.3pp | -14.97%+2.3pp | 417.96%-430.7pp |
| Employer contribution / active EE | $6,432 | $5,222+23.2% | $4,232+52.0% | $4,740+35.7% |
| Participant deferral / active EE | $7,681 | $6,469+18.7% | $5,602+37.1% | $6,400+20.0% |
| Admin fee / account holder | $1,626 | $13,584-88.0% | $10,323-84.3% | $11,426-85.8% |