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 | $85,106 | $142,344-40.2% | $119,609-28.8% | $134,475-36.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -13.53% | -12.44%-1.1pp | -14.97%+1.4pp | 417.96%-431.5pp |
| Employer contribution / active EE | $2,059 | $5,222-60.6% | $4,232-51.3% | $4,740-56.6% |
| Participant deferral / active EE | $5,512 | $6,469-14.8% | $5,602-1.6% | $6,400-13.9% |
| Admin fee / account holder | $67,397 | $13,584+396.2% | $10,323+552.9% | $11,426+489.9% |