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 | $56,653 | $147,167-61.5% | $111,392-49.1% | $135,375-58.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -3.85% | -4.44%+0.6pp | -2.06%-1.8pp | 519.73%-523.6pp |
| Employer contribution / active EE | $4,944 | $5,204-5.0% | $4,328+14.2% | $4,779+3.5% |
| Participant deferral / active EE | $16,333 | $6,565+148.8% | $5,567+193.4% | $5,609+191.2% |
| Admin fee / account holder | $3,565 | $20,270-82.4% | $12,266-70.9% | $10,827-67.1% |