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 | $66,156 | $142,344-53.5% | $119,609-44.7% | $134,475-50.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.44% | -12.44%-5.0pp | -14.97%-2.5pp | 417.96%-435.4pp |
| Employer contribution / active EE | $3,265 | $5,222-37.5% | $4,232-22.8% | $4,740-31.1% |
| Participant deferral / active EE | $6,450 | $6,469-0.3% | $5,602+15.1% | $6,400+0.8% |
| Admin fee / account holder | $18,934 | $13,584+39.4% | $10,323+83.4% | $11,426+65.7% |