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 | $34,447 | $142,344-75.8% | $119,609-71.2% | $134,475-74.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -13.32% | -12.44%-0.9pp | -14.97%+1.7pp | 417.96%-431.3pp |
| Employer contribution / active EE | $2,272 | $5,222-56.5% | $4,232-46.3% | $4,740-52.1% |
| Participant deferral / active EE | $3,315 | $6,469-48.8% | $5,602-40.8% | $6,400-48.2% |
| Admin fee / account holder | $1,796 | $13,584-86.8% | $10,323-82.6% | $11,426-84.3% |