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 | $79,512 | $142,344-44.1% | $119,609-33.5% | $134,475-40.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.55% | -12.44%-7.1pp | -14.97%-4.6pp | 417.96%-437.5pp |
| Employer contribution / active EE | $4,975 | $5,222-4.7% | $4,232+17.6% | $4,740+5.0% |
| Participant deferral / active EE | $2,605 | $6,469-59.7% | $5,602-53.5% | $6,400-59.3% |
| Admin fee / account holder | $3,092 | $13,584-77.2% | $10,323-70.1% | $11,426-72.9% |