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 | $91,148 | $91,911-0.8% | $68,793+32.5% | $135,375-32.7% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -0.66% | -8.22%+7.6pp | -4.63%+4.0pp | 519.73%-520.4pp |
| Employer contribution / active EE | $2,462 | $3,924-37.3% | $2,625-6.2% | $4,779-48.5% |
| Participant deferral / active EE | $1,108 | $4,315-74.3% | $3,311-66.5% | $5,609-80.3% |
| Admin fee / account holder | $75,930 | $9,240+721.7% | $5,131+1379.9% | $10,827+601.3% |