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 | $107,944 | $142,344-24.2% | $119,609-9.8% | $134,475-19.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -11.14% | -12.44%+1.3pp | -14.97%+3.8pp | 417.96%-429.1pp |
| Employer contribution / active EE | $1,907 | $5,222-63.5% | $4,232-54.9% | $4,740-59.8% |
| Participant deferral / active EE | $2,066 | $6,469-68.1% | $5,602-63.1% | $6,400-67.7% |
| Admin fee / account holder | $38,331 | $13,584+182.2% | $10,323+271.3% | $11,426+235.5% |