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 | $39,005 | $90,519-56.9% | $93,789-58.4% | $134,475-71.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -15.99% | -15.72%-0.3pp | -11.33%-4.7pp | 417.96%-434.0pp |
| Employer contribution / active EE | $4,921 | $4,343+13.3% | $4,323+13.9% | $4,740+3.8% |
| Participant deferral / active EE | $2,706 | $5,978-54.7% | $6,094-55.6% | $6,400-57.7% |
| Admin fee / account holder | $447 | $9,252-95.2% | $7,195-93.8% | $11,426-96.1% |