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 | $86,969 | $90,519-3.9% | $93,789-7.3% | $134,475-35.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -16.23% | -15.72%-0.5pp | -11.33%-4.9pp | 417.96%-434.2pp |
| Employer contribution / active EE | $5,529 | $4,343+27.3% | $4,323+27.9% | $4,740+16.6% |
| Participant deferral / active EE | $9,449 | $5,978+58.0% | $6,094+55.0% | $6,400+47.6% |
| Admin fee / account holder | $696 | $9,252-92.5% | $7,195-90.3% | $11,426-93.9% |