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 | $82,580 | $142,344-42.0% | $119,609-31.0% | $134,475-38.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -0.37% | -12.44%+12.1pp | -14.97%+14.6pp | 417.96%-418.3pp |
| Employer contribution / active EE | $2,457 | $5,222-53.0% | $4,232-42.0% | $4,740-48.2% |
| Participant deferral / active EE | $8,447 | $6,469+30.6% | $5,602+50.8% | $6,400+32.0% |
| Admin fee / account holder | $1,071 | $13,584-92.1% | $10,323-89.6% | $11,426-90.6% |