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 | $131,586 | $167,307-21.4% | $143,757-8.5% | $134,475-2.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.78% | 0.46%-20.2pp | -0.04%-19.7pp | 417.96%-437.7pp |
| Employer contribution / active EE | $1,156 | $5,619-79.4% | $4,951-76.6% | $4,740-75.6% |
| Participant deferral / active EE | $3,512 | $6,446-45.5% | $5,637-37.7% | $6,400-45.1% |
| Admin fee / account holder | $678 | $18,088-96.2% | $14,673-95.4% | $11,426-94.1% |