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 | $86,394 | $95,862-9.9% | $79,550+8.6% | $134,475-35.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.53% | -2.69%-12.8pp | 0.16%-15.7pp | 417.96%-433.5pp |
| Employer contribution / active EE | $2,894 | $3,128-7.5% | $2,413+19.9% | $4,740-38.9% |
| Participant deferral / active EE | $3,809 | $4,693-18.8% | $3,985-4.4% | $6,400-40.5% |
| Admin fee / account holder | $2,510 | $9,126-72.5% | $6,832-63.3% | $11,426-78.0% |